Tax-Smart Strategies for Managing Client Assets w/ Jack Sharry

Jack Sharry is a partner and a prinicpal in a company called LifeYield. LifeYield builds innovative software solutions for financial advisors that help produce improved after-tax returns and retirement income for their clients – up to 33%, according to a recently released study by Ernst & Young. LifeYield’s patent pending software suggests the most tax efficient sequence for investors to accumulate and withdraw assets across all household accounts. Advisors using LifeYield report a significantly enhanced ability to retain and gather clients and new assets. About Our Guest Jack Sharry is Executive Vice President, Strategic Development for LifeYield, LLC. Jack responsible for strategic initiatives, including product, platform, branding, marketing and business development. Jack has nearly 30 years experience in financial services holding senior positions in distribution and product development for several of the world's leading asset managers, broker dealers and insurance and annuity companies. He has been a senior executive with The Phoenix Companies where he developed the first-to-market income guarantee on a money management program. He built Phoenix Investment Partners into one of the largest managed accounts aggregators in the industry. Jack headed up broker dealer sales, retail marketing and product development at Putnam Investments. At Morgan Stanley he was the National Sales Manager, Insurance and Annuities. Jack is Chairman of the Managed Money Institute's Retirement Solutions Committee