62% of Gen X have no estate plan. Most also have no plan for the years after 80. We built a combined onboarding that may help address both — designed to take under 15 minutes.
of Gen X have zero estate planning documents — the highest of any generation
Source: Trust & Will 2026 Estate Planning Report
of Gen X without pensions report "pension envy" and express concern about income in later life
Source: Global Atlantic 2026 Retirement Outlook Survey
have no specific retirement income plan despite saying protecting assets is their top financial priority
Source: Global Atlantic 2026 Retirement Outlook Survey
A single onboarding designed to help cover both the administrative gap and the later-life income gap most Gen X households have not yet addressed.
Attorney-reviewed will or living trust, healthcare directive, and financial power of attorney — completed online. Designed to take under 20 minutes.
Included in bundleA pooled S&P 500 index fund with a longevity reallocation layer. Potential cash payouts at ages 80, 85, 90, and 95. Managed by Vanguard and Fidelity. Assets at US Bank. From $10/month.
From $10/monthSavvly is designed to complement what you've already built — not replace it. A potential income layer specifically for the years after 80.
Contributions pool into a low-cost S&P 500 index fund managed by Vanguard and Fidelity. Assets held at US Bank.
When participants exit early, their unused share may flow to those who stay — not to an insurer. This structure is what makes Savvly different from other products.
Four milestone ages, each with a potential payout. The longer you may stay in the pool, the more you may receive. Designed for where traditional plans often face the most pressure.
Enter your email for early access to the Savvly longevity + estate planning bundle. Designed to take under 15 minutes.
No health screening · No commitment · From $10/month
Enter your email for early access to the Savvly longevity + estate planning bundle. We'll reach out with beta program details — no commitment required.
No health screening · No commitment · From $10/month
We'll reach out with early access details for Savvly's beta program. Keep an eye on your inbox — we'll be in touch soon.
Savvly's Longevity Benefit is based on Savvly Fund 3, a registered closed-end fund. It is not insurance, not a guaranteed product, and not FDIC insured. Investing involves risk, including the possible loss of principal. Payouts depend on market performance, participant longevity, and redemption activity and are not guaranteed. This material is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Savvly Advisor, LLC does not provide individualized tax, legal, or accounting advice. Please consult a qualified professional where such advice is necessary or appropriate. Hypothetical examples are for illustrative purposes only. Individual outcomes will vary. See full assumptions and disclosures at savvly.com/disclosure.