“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
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.