Fintech Firm LifeYield Releases Annuity Income Layer for Tax-Efficient Portfolio Management
Boston, MA – LifeYield, a fintech firm specializing in tax-efficient, multi-account portfolio management, has recently announced the launch of its Annuity Income Layer for annuity manufacturers and distributors. This enhancement to LifeYield’s Social Security+ benefits optimization tool aims to simplify the process for financial advisers to illustrate a manufacturer’s annuity products with minimal disruption and data collection. According to Mark Hoffman, chairman, CEO, and co-founder of LifeYield, tens of thousands of financial professionals use LifeYield …