Future-proof your client strategies with a dedicated longevity layer that keeps portfolios growing longer. Savvly helps you offer the retirement plans required for today’s longer lives.
Book a DemoLongevity is reshaping financial planning, creating new risks for clients and new opportunities for advisors who solve them. Retirement is no longer a 20-year horizon. Advisors who account for the realities of 30-plus-year retirements deliver better outcomes and stronger relationships.
*Hypothetical illustration. Not predictive of future results. Payouts depend on market performance, participant longevity, and redemption activity. Individual outcomes will vary. See Assumptions & Disclosures.
Savvly blends market-based investing with a pooled longevity structure, so allocating just 10% of monthly retirement contribution to Savvly can more than double the value of your clients retirement portfolio.
*Hypothetical illustration. Not predictive of future results. Payouts depend on market performance, participant longevity, and redemption activity. Individual outcomes will vary. See Assumptions & Disclosures.
Late-life payouts can reduce the risk of depleting assets, or leaving loved ones with surprise costs.
Longevity Benefits complement and enhance your current benefits, adding a missing layer of protection.
Knowing that the years past 80 are supported increases confidence that traditional retirement savings are sufficient.
Savvly equips advisors with the missing piece of retirement planning, a cost-efficient longevity buffer that strengthens portfolios, preserves AUM, and delivers a complete retirement strategy.
Savvly adds the missing longevity layer that turns a standard retirement plan into a future-proof offering built for 30 additional years of life.
Bring clients a modern longevity solution that finally covers the 80s and 90s, completing your offering and strengthening the long-term resilience of their retirement plan.
Advisors who offer Savvly stand out instantly with access to a modern investment that complements retirement accounts without the fees or restrictions of annuities.
Because Savvly is not capped like 401(k)s or IRAs, clients can allocate additional funds for legacy outcomes while retaining control.
Replace the high fees and lost control of annuities with a modern, transparent solution. Savvly is a private pooled investment held in a standard brokerage account with US Bank as the Custodial. It offers tax-efficient growth and, unlike an annuity, returns the majority of the principal to your client's estate if they pass away early.
See how integrating longevity benefits can strengthen financial plans, improve retirement confidence, and expand your value as a trusted advisor.
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.