Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of their Social Security benefits and provide the best answer to one of the first questions many clients ask.

Get a competitive edge
Every client is unique, and the best approach for taking Social Security benefits will vary. LifeYield Social Security Advantage is an interactive tool with a variety of personal scenarios to choose from, with inputs including age, marital status, life expectancy, and other assets held, so clients discover how projected payments can vary.

With LifeYield Social Security Advantage, you gain access to sophisticated software that allows you to provide personalized recommendations on when and how to file for benefits and includes suggestions on how a client can fill income gaps during certain periods of retirement.