LifeYield

LifeYield

Offered by LifeYield
  • Description
  • Advantage
  • Benefits
Are investment taxes eating away at your clients’ nest eggs? There is a way for your retired clients to take home higher after-tax income.

Taxes create a significant drag on portfolio returns. But it can be hard for clients to grasp their true impact, especially if their assets are scattered across various taxable and tax-advantaged accounts. Leverage LifeYield’s Income Advantage to recommend the most tax-efficient strategies for generating income from accumulated assets - a Tax-Smart Retirement Paycheck® . 

With LifeYield show them their Taxficient Score®—and in a single number, you can instantly communicate the true value of a tax-smart portfolio by quantifying the benefit in real dollars and cents.

Chalice Advantage

  • 15% discount off retail pricing.
  • Dedicated On-boarding and Coaching.

Click the "Request Consultation" button to get started. 

Benefits

  • Quantify the value of the advice you provide.
  • Compel your clients to bring held away assets home to you – Increased AUM.
  • Leverage the Taxficient Score® as a unique differentiator to win new business.
  • Demonstrate consistent, ongoing value to your current clients.
  • Streamline your process for coordinating distributions across multiple accounts.
  • Implement your risk-based portfolio in the most tax-efficient way.
  • Efficiently engage your client regarding Social Security filing strategies.