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LifeYield Marketing Resource Center

All the LifeYield marketing resources available for you to leverage in your practice.

1. Slide deck
2. Social Security Filing Checklist
3. Widgets for your website
4. Social media posts
5. Videos to embed

 

Have a content suggestion for our marketing kit?
Let us know by filling out this form.


Slide deck

Walk clients through the Taxficient Score®️ and show them how you'll be structuring their review meetings. These five slides will help you introduce the concept of tax efficiency to your conversations.

Download the .pptx file here, which you can customize with your own logo. Check out a preview below.

 

Social Security Filing Checklist

Created by LifeYield Social Security experts, this checklist helps advisors guide their clients through the filing process and maximize their benefits.

Click here to download the PPT version of the checklist, which you can customize with your firm's logo.

Social Security Filing Checklist(1)


Widgets for your website

Promote the value you can add to your clients by showing them the potential increase in after-tax returns by maximizing tax efficiency and/or Social Security.

Reach out to your relationship manager for instructions on how to embed these widgets on your own website.

 

Tax Efficency Widget-1Social Security Widget-1


Social media posts

Share the value you're bringing to your practice on LinkedIn or Twitter. Get five posts for LinkedIn and five posts for Twitter, complete with platform-optimized images for each post.

Click here to download 10 social media posts for advisors, which demonstrate the value you're able to bring to clients through LifeYield.

Screen Shot 2020-05-01 at 2.00.41 PM


Videos to embed

Three videos with the embed code for an unbranded version are below. If you'd like a branded version of the "Smart-Householding" and/or "Social Security maximization" videos (which fills in the information in the blue box), or would like a regular cadence of videos you can use to attract and engage clients, check out our video partner FA Client Machine.

1. Taxficient Score®️ Video

Embed code:

<iframe src="https://player.vimeo.com/video/335864063" width="640" height="360" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe>

 



2. Smart-Householding Video

We partnered with FA Client Machine to create a video about the benefits you bring to a client's portfolio by using LifeYield. Copy this embed code to use the video on your website, or check out FA Client Machine to get a branded version of the one below.

Embed code:

<iframe src="https://player.vimeo.com/video/420408412" width="640" height="360" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe>

 

3. Social Security Maximization Video

We partnered with FA Client Machine to create a video about the benefits of using LifeYield Social Security Advantage®️. Copy this embed code to use the video on your website, or check out FA Client Machine to get a branded version of the one below.

Embed code:

<iframe src="https://player.vimeo.com/video/420408556" width="640" height="360" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe>