Solution introduction
Identify the optimal filing strategy for each client, then transition to a full retirement income planning conversation with visual income layers
More than just a Social Security optimizer
Identify the optimal filing strategy
Run multiple scenarios in real-time to show clients and prospects the impact of different filing strategies and highlight the pros and cons of each one.
Focus on retirement income planning
With Income Layers, advisors can show clients how they will coordinate Social Security with the rest of their retirement income streams.
Position retirement products effectively
Show your expertise by introducing clients to other investment products – like insurance or annuities – when the software identifies income gaps.
Guide clients as they file
Each custom SEI LifeYield Social Security+ report includes detailed instructions for the client’s unique filing scenario that they can bring to their meeting with the SSA.
Out-of-the-box or API
Use our enterprise-ready UI or tap into our proprietary Social Security optimization algorithm via API to enhance your client and advisor experience.
