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United Planners Financial Services Chooses for its Advisors LifeYield’s Tax-Smart Retirement Income Software

By LifeYield | March 28, 2011 | Social Security Advantage

Scottsdale, AZ and Boston, MA, March 28, 2011 – United Planners Financial Services and LifeYield, LLC today announced that United Planners has selected LifeYield to provide its advisors with LifeYield’s tax-smart software, which is designed to help an advisor increase a client’s retirement assets.

“LifeYield helps alleviate the #1 concern of Baby Boomers, which is running out of money in retirement,” said Billy Oliverio, United Planners’ Vice President of Investment Advisory Services. Mr. Oliverio continued, “LifeYield provides our advisors the tools to create compelling visual illustrations to educate the benefits of tax-smart investment management to their clients. Our strategic relationship with LifeYield brings value to our advisors so they can continue to expand their business by gathering and retaining additional assets.”

“United Planners cares deeply about its advisors and their clients and looks to provide them with the highest quality tools for success,” said Mark Hoffman, LifeYield’s CEO and Co-founder. “It’s gratifying that a forward thinking and quality organization like United Planners has chosen LifeYield as a partner.”

LifeYield’s software suite includes LifeYield ROI™ and LifeYield Illustrator™. LifeYield ROI suggests the most tax efficient sequence to grow and withdraw assets across multiple taxable and tax-advantaged accounts. LifeYield Illustrator demonstrates the benefits investors can enjoy by consolidating assets with an advisor using LifeYield ROI.


About United Planners
United Planners is a full-service independent broker/dealer and registered investment advisor that is uniquely structured as a limited partnership that provides ownership opportunities to its financial advisors. United Planners was established in 1987 and is a nationwide firm that provides independence and flexibility that is supported by a strong back-office. United Planners has strategic relationships with various open-architecture service providers that offer their advisors solutions to efficiently manage and build scalable businesses, while adhering to high fiduciary standards.
For additional information, visit United Planners’ website at Member FINRA, SIPC and a Registered Investment Advisor with the SEC. To request more information, contact Partner Development at 800.966.8737, option 3.
About LifeYield
LifeYield (, creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit
Neither United Planners nor its financial professionals, nor LifeYield, render legal or tax advice. United Planners and LifeYield are unaffiliated companies.