7
The tax-efficiency
revolution is here.
Whether your clients are building wealth or drawing income
in retirement, taxes can make or break their financial goals.
SEI's Multi-Account Overlay equips you with the tools to
help minimize tax impact, maximize retirement income,
and deliver meaningful value. It's not just about managing
money—it's about helping clients keep more of what they've
earned and positioning yourself as the advisor they trust to
guide their financial future.
Contact your SEI
representative or visit
seic.com/advisors
to learn more.
