For Benefit Brokers & Consultants

The benefit your clients may have been waiting for.

Savvly is the first employer benefit designed specifically for post-80 financial security. Bring innovation to the table. Add without disrupting. Help employers show they care.

Request a Partner Demo How It Works

First-of-its-kind benefit

Employer live in <1 week

Bring your clients something innovative

The broker opportunity

A new benefit category you can own before anyone else can.

Bring your clients something innovative

Savvly is the only employer benefit of its kind. You have a category-defining conversation no one else can offer.

Add to what you've already built, with no disruption

Savvly's Longevity Benefit layers on top of 401(k), HSA, and group insurance without replacing a thing. No disruption to existing relationships or commissions.

Help employers show they care about life after retirement

Potential cash payouts at 80, 85, 90, and 95. A benefit that keeps working for employees long after they've left the building.

SEC-Registered SEC-Registered First-of-its-kind

The Market Opportunity

Every benefits package has the same blind spot.

Post-80 financial coverage doesn't exist in any standard benefits package. 401(k)s, IRAs, and HSAs all address accumulation and early retirement, but none of them address the years after 80 when expenses rise and savings run thin.

That gap is yours to fill. Savvly's Longevity Benefit can give you a conversation that opens doors and a benefit that delivers value no one else in your market is offering.

01 / The conversation

Open with a gap no one else sees

Walk into any employer meeting and ask: "What happens to your employees at 80?" The silence is the opportunity. Savvly fills it.

02 / The fit

Adds to existing plans, never replaces

Savvly's Longevity Benefit stacks cleanly with everything you've already placed: 401(k), HSA, group life, LTD. No conflicts. No awkward conversations about replacing existing coverage.

03 / The close

Implementation in under a week

No legal review process, no IT project, no discrimination testing. The path from a signed agreement to live benefit is shorter than anything else in your portfolio.

Value for Brokers

Why leading brokers are adding Savvly to their portfolio.

Differentiate your offering

Every broker sells the same stack: 401(k), HSA, group life. Savvly gives you something no one else has, in a category you can define.

First-mover advantage in your market

Starts conversations competitors can't have

Positions you as an innovative advisor

New revenue stream

Savvly's Longevity Benefit is additive. It doesn't replace existing commission structures. Every employer you bring on is a new revenue line on top of existing relationships.

No disruption to existing plan commissions

Recurring revenue as employers go live

Scales with your book of business

Easy to present and close

The concept is intuitive, employees contribute, the fund grows, payouts come at 80, 85, 90, 95. No complex actuary tables, no confusing policy language.

30-minute employer presentation

Under a week from signed to live

Savvly provides full sales support

Deepens client relationships

Adding Savvly makes you the advisor who thought about their employees' 80s. That's not a benefit conversation. That's a relationship deepener.

Strengthens long-term advisor relationships

Reduces client churn to competitors

Creates value no other broker delivers

How the Partnership Works

From first conversation to live benefit. We make it easy.

01 / Partner with Savvly

Get onboarded and start selling

Book a partner demo. Learn the product, get sales materials, and get onboarded. Our team supports you through your first few employer presentations.

Sales decks, one-pagers, and employer FAQs provided

02 / Bring it to employers

Present Savvly alongside your existing stack

Present Savvly as a new layer, not a replacement. Position it as the benefit that fills the gap every other plan in your portfolio misses. Savvly provides co-branded materials.

Co-branded presentations available. Savvly supports your first employer pitches.

03 / Implementation & ongoing

We handle setup, you maintain the relationship

Once an employer signs, Savvly handles the technical setup, payroll integration, and employee communication. You maintain the employer relationship. Employer is live in under a week.

Under a week from signed agreement to live benefit

Common Questions

What brokers ask most often.

Do I need a securities license to offer Savvly?

No. If you are a licensed benefits or insurance broker, you can introduce Savvly to your employer clients. Savvly operates as the SEC-registered investment adviser and handles the securities side. You make the referral.

How does the broker relationship work?

You introduce Savvly to your employer clients. Savvly handles enrollment, fund management, compliance, and employee education. You maintain your client relationship and receive a referral fee. Details are in the Broker Partner Kit.

How is the Longevity Benefit different from an annuity?

Savvly is a capital markets fund, not an insurance contract. Contributions are invested in low-cost S&P 500 ETFs held by third-party custodians. When employees exit, their uncollected growth flows directly to remaining investors. There is no insurance company involved and no complex contract terms.

How hard is this to set up for an employer?

Most employers are live in under a week. Savvly integrates with existing payroll and benefits platforms. There is no new infrastructure to build.

Is the benefit portable for employees?

Yes. The account belongs to the employee. If they change jobs, it goes with them and continues to grow toward their milestone payouts.

Partner With Savvly

Be the broker who brought something
no one else had.

Book a 30-minute partner demo. We'll walk you through the benefit, the broker economics, and your first employer presentation.