Skip navigation
The Daily Brief
LifeYield's office.

LifeYield Upgrades Social Security Tool to Project Income Needs

The tech company also added a much-requested tool that will integrate outsourced investment models with its tax-efficiency technology.

LifeYield has upgraded its Social Security Advantage tool to allow advisors to create a full display of projected income needs and shortfalls for their clients. The tech company also added a Target Assignment tool to Portfolio Advantage, which will integrate outsourced investment models with its tax-efficiency technology.

The updates are available to new and existing users at no additional charge.

Within Social Security Advantage, advisors can now create visual projections of a client’s retirement income needs and show how Social Security benefits can be optimized. LifeYield also added an Income Layers tool, which accounts for inflation, interest rates, additional expenses and other factors.  

LifeYield's much-requested new feature for its Portfolio Advantage platform, Target Assignment, allows advisors to include model investment strategies and separately managed accounts into a tax-efficient household. That means an advisor can make recommendations on all of a client’s accounts to optimize tax efficiency.

The tech company also added a feature to Portfolio Advantage that allows advisors to analyze and quantify the value of tax-efficient asset location using its Taxficient Score to benchmark progress.

Last, LifeYield has rolled out a Marketing Resource Center, which includes its library of videos, brochures and social media content that can be rebranded to go out to prospects and clients.

“These additions to the LifeYield platform will help our advisor partners rise to the extraordinary demands of the moment,” said Steve Zuschin, executive vice president of advisor success. “Our goals are to encourage more conversations about the value of financial planning, offer more levers to control outsourced investment strategies, and introduce new ways to demystify tax efficiency and smart householding for clients.”

Want The Daily Brief delivered directly to your inbox? Sign up for's Morning Memo newsletter.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.