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.