Add Wealthspan
To Your Lifespan

Savvly helps protect you from the risk of outliving your money.

We’re living longer than ever,
but financial systems haven’t kept up.

*Hypothetical illustration. Not predictive of future results. Payouts depend on market performance, participant longevity, and redemption activity. Individual outcomes will vary. See Assumptions & Disclosures.

Incredible breakthroughs are going to lead to longevity escape velocity… By roughly 2032 when you live through a year, you’ll get back an entire year from scientific progress.

- Ray Kurzweil

Increasing Lifespans
Most retirement plans expire before 85. You probably won’t.
Inefficient Financial Plans
401(k)s and IRAs are insufficient, and some Annuities can be expensive. You deserve more.
Limited Options
Social Security is eroded, and most pensions have disappeared. Your needs haven’t.

The Savvly Longevity Benefit

Receive large cash payouts on your 80th, 85th, 90th and 95th birthdays.

*Hypothetical illustration. Not predictive of future results. Payouts depend on market performance, participant longevity, and redemption activity. Individual outcomes will vary. See Assumptions & Disclosures.

An innovative investment in a new asset class

Supplementing 401(k)s and IRAs, Savvly blends low-cost index investing with a pooled longevity structure to deliver late-life payouts when traditional retirement funds tend to taper off.

*Hypothetical illustration. Not predictive of future results. Payouts depend on market performance, participant longevity, and redemption activity. Individual outcomes will vary. See Assumptions & Disclosures.

Built for every kind of future. Especially yours.

More Life Today
Spend with confidence. Small contributions unlock meaningful future value.
Allocating just 10% of your monthly retirement contribution to the Savvly Longevity Benefit can more than double the value of your retirement portfolio.
Confidence for a Longer Life
Don't worry about outliving your money.
Savvly adds structure and support to the years past 80, giving you clarity for the part of life that traditional accounts don't protect.
Strength Across Generations
Stay independent. Lighten the load on your family.
Aging shouldn't mean becoming someone else's financial burden. Savvly gives you support later in life so your family isn't left carrying the weight.

Find your path to a secure future

HR Teams
A cost-efficient solution that boosts well-being, retention, and financial confidence.
For Companies
Benefit Brokers
Differentiate your offerings with innovative solutions that deliver measurable ROI.
For Brokers
Financial Advisors
Help clients build financial confidence designed for longer lives.
For Advisors
Longevity Hackers
For people planning to live long, and want their money to keep up.
For You

Frequently asked questions

What is a Longevity Benefit?
A longevity benefit is financial support designed to help in the years beginning at age 80, when traditional savings may not be enough to sustain the individual. As lifespans increase, late-life costs often rise. If someone expects to live longer than previous generations, this benefit can help extend confidence and independence.
Why do people need financial support after age 80?
People routinely live into their 80s and 90s, and expenses often increase in those decades. Retirement plans weren't originally designed for such long lives. If someone worries about healthcare, housing, or caregiving needs later on, added support can help reduce uncertainty and maintain stability.
How can Savvly complement my 401(k) or IRA?
Savvly is designed to work alongside traditional retirement accounts by adding support for the years after age 80. While 401(k)s focus on saving until retirement, Savvly focuses on Longevity of funds, which means monies that will be present at the milestone ages of 80, 85, 90, and 95. If someone wants a more complete long-term plan, combining both tools can strengthen future resilience.
What makes Savvly different from traditional retirement tools?
Traditional tools emphasize building savings before retirement. Savvly is designed to support the decades after retirement, when money is being spent instead of saved.  As a result, retirement savings may decline. If someone expects to live a long life or wants more stability past age 80, Savvly can help fill that late-life coverage gap.
How can Savvly support my family over time?
Savvly's longevity benefits are designed to help people stay financially independent later in life, reducing pressure on family members for financial support. As costs for healthcare and caregiving rise with age, added support may lessen the emotional and financial strain often placed on loved ones.
Can Savvly help me feel more confident about retirement?
Yes. Savvly is designed to add structure to the years after age 80, helping people feel more secure about long-term planning. If someone fears outliving their savings or limiting their lifestyle today, added future support can help increase confidence and reduce financial worry.
Is the Longevity Benefit insurance?
No, the Longevity Benefit isn’t insurance—it’s builton a low-cost S&P 500 index fund and distributes moreproceeds to investors who live longer.

Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Savvly products involve risk including possible loss of principal. Past performance does not guarantee future results. This material is for informational purposes only and should not be construed as financial, legal, or tax advice. You should consult your own advisors regarding your specific situation.

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