A new way to deliver life-changing retirement outcomes while growing your advisory practice, retaining AUM, strengthening relationships, and driving referrals.
As a financial advisor, you're constantly searching for new strategies to help your clients retire when and how they want. But even with a sound financial plan, it can be difficult to mitigate the unforeseen expenses that come with a long life.
Hypothetical illustration. 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.
Hypothetical illustration. See Assumptions & Disclosures.
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.
New retirement solutions create meaningful business development opportunities
Help keep clients engaged as they age and move into decumulation
Late-life planning helps preserve and grow firm assets
Position your firm as a forward-thinking industry leader
Designed to support the second phase of retirement
Spend more today with confidence in future income
Longevity protection allows more flexibility elsewhere in the portfolio
Helps reduce fear of running out of money or becoming a financial burden
Aligns with estate planning goals
In-kind pass-through returns may improve after-tax outcomes
Long-term capital gains treatment instead of income taxation
Helps balance short-term growth with long-term security
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.