Emily Hoffman

Emily is the Director of Product Management at LifeYield. She's our product expert and frequently writes about how our new product features and enhancements help our customers.

Recent Posts

How advisors can battle consumer misconceptions around Social Security

2/19/20 1:28 PM / by Emily Hoffman posted in Social Security

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When an individual makes an appointment with the Social Security Administration, they often believe that the representative will be able to instruct them on how best to file and maximize their monthly benefit. In actuality, the representative is legally prohibited from giving any advice on how someone should file for their Social Security benefit, which could affect approximately 50-90% of their retirement paycheck.

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Four major enhancements to the LifeYield Advantage Suite®

12/13/19 12:07 PM / by Emily Hoffman posted in Product Updates

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Today, we launched four new enhancements to the LifeYield Advantage Suite, including a new workflow for adding, editing and importing accounts. This new workflow drastically streamlines the previous one, saving time for advisors who want to quickly add, edit or import new accounts to the platform.
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