Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most out of their retirement income in a whole new way.

Provide customizable solutions
No two clients are alike, so there is no one formula applicable to all. Each client has his or her own circumstances and goals, income needs and investment portfolio. With LifeYield Income Advantage, you can control variables unique to every client, such as age, tax status and adherence to the target portfolio asset allocation, and you are better equipped to provide customized withdrawal recommendations.