Introducing the LifeYield Multi-Account UMA Tax Overlay. Learn more here.

Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley

In this episode, Jack talks with Executive Vice President of Product Development at LifeYield, Martin Cowley.

Martin is one of the pioneers in building UMH solutions in the industry. Through technology, he’s been developing the most efficient and effective ways to improve outcomes for clients.

Martin and Jack discuss the benefits of UMH implementation on asset allocation, tax drag minimization, and operational improvement.

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