The Social Security Optimizer from New York Life, powered by LifeYield, makes it easy to navigate the complexity of Social Security and find the most appropriate claiming strategy for your clients. With only a few simple inputs the Social Security Optimizer analyzes numerous benefit claiming options for Single, Married, Divorced or Widowed clients. Alongside the strategy which yields the greatest lifetime benefit, the user is able to select another strategy for comparison purposes. Features an intuitive user interface, interactive charts for monthly, annual and cumulative benefits, a unique Timeline view to help select customized claiming strategies, and a client report complete with your own contact information and logo. Even complex Social Security topics such as the Windfall Elimination Provision and the Government Pension Offset provision are handled automatically without your having to get to grips with the associated rules. Navigating Social Security has never been easier!
LifeYield, LLC is an independent company that is not affiliated with New York Life Insurance Company, its affiliates, subsidiaries, or agents. New York Life has partnered with LifeYield to provide this analysis tool. The analysis and information generated by the LifeYield system is hypothetical in nature and is not a guarantee of actual benefits. The report is for educational and informational purposes only and does not constitute investment advice or an offer to buy or sell any security, financial or insurance product or service. While it is believed the information presented is accurate, New York Life cannot guarantee the accuracy of the information. Neither, New York Life nor any of its affiliates or agents provides tax or legal advice. Please advise your clients to consult with their own qualified tax advisor to evaluate their individual circumstances prior to making any decisions.
For internal use only | SMRU# 1675032 | Expiration Date 9/1/2018
• 2020 COLA update
Ratings and ReviewsSee All
Only for their clients
Only for those with NewYorkLife email accounts
After loading the app, it requests your email address so it can send you a registration code. However, after putting in my email address, and "re..est" a code, nothing happened ("request" is spelled wrong on the app, not sure if this was intentional or not).
Then I noticed the code would only be sent to newyorklife email accounts. So, apparently the app doesn't work unless you have one of these accounts.
With Family Sharing set up, up to six family members can use this app.