Start from where you are.Not where you were.

The numbers may look different now. The years ahead are still yours. Savvly's Longevity Benefit is designed to add potential cash at ages 80, 85, 90, and 95, so the independence and comfort you are building toward now has a dedicated structure behind it.

See How It Works
A new starting point

The plan changed. Your need for independence did not.

The money in the bank may look different now. The timeline may feel different. The assumptions that shaped the old plan may no longer apply. That is a real change, and it deserves to be named without drama.

What has not changed is what later life can look like. Independence. Comfort. The ability to make choices without depending on someone else. Those things still deserve a dedicated structure, even when the starting point is different than expected.

Savvly's Longevity Benefit is not designed to replace what changed. It is designed to add potential cash later in life, alongside the plan you are building now. A later-life layer that starts from today, not from where the old plan left off.

80+
The age when independence, housing, and care can become more expensive. Most retirement plans were not specifically built for these years.
Savvly analysis. See disclosures.
$10
Minimum monthly contribution to Savvly's Longevity Benefit. A meaningful start does not require a large one.
Savvly Fund 3
30+ yr
A long retirement can last decades. A plan built from today still has time to build a dedicated later-life layer.
SSA Life Expectancy Tables, 2024
Who it is for

For people building what comes next.

Savvly is designed for people who want to add structure, choice, and potential later-life cash to the plan they are creating now.

01

You are building from today, not from where you were.

The starting point is different now. That is a real thing. Savvly is designed for people who are ready to build from where they are, without waiting for the old plan to be restored.

02

You want independence and choice to be part of what comes next.

Independence later in life takes planning now. Savvly's Longevity Benefit is designed to add potential cash at ages 80, 85, 90, and 95, the years when comfort, housing, and choice can become more expensive.

03

You want a structure that meets the plan you have, not the one you had.

Savvly does not require a specific account balance, a specific income, or a specific history. It is designed to work alongside the retirement assets you have today, starting from here.

How it works

Three steps. Built for the plan you are building now.

Savvly's Longevity Benefit is designed to add potential cash later in life while working alongside the retirement assets you have today.

Step 01

Start from today

Savvly allocates assets to funds managed by Vanguard and Fidelity, held at U.S. Bank. You stay invested while the longevity structure builds alongside your existing retirement plan.

No health screening required. No large upfront commitment.
Step 02

Stay in the structure

When some investors exit before payout ages, a portion of value may be reallocated to investors who remain. That reallocation structure is what creates the potential for amplified later-life payouts.

Exit Rule applies. A portion of capital may be returned on early exit. See disclosures.
Step 03

Potential cash at 80, 85, 90, and 95

Investors who remain in the program may receive potential cash payouts at ages 80, 85, 90, and 95. These payouts are designed to complement other retirement income.

Potential only. Not a guarantee.
Built for what comes next

The goal is not to catch up.
It is to build forward.

A new stage in life needs a new financial direction built for longevity. Savvly's Longevity Benefit is not a recovery tool. It is not designed to restore a previous position or replace what was divided. The goal is not to catch up. That is not what this moment calls for.

What it is designed to do is add a dedicated structure for the years after 80, when independence, comfort, and choice can become more expensive and more important. Potential cash at ages 80, 85, 90, and 95, built alongside the retirement assets you have today, starting from where the plan is now.

80
85
90
95

Potential payout ages

Not insurance · Not an annuity · SEC-Registered Investment Fund · Assets held at U.S. Bank · Vanguard and Fidelity managed funds · Potential financial longevity protection

Assets held at U.S. Bank. Investments allocated to funds managed by Vanguard and Fidelity.

Backed and recognized by
Techstars AgeTech / AARP Pivotal Ventures Gallagher
Savvly's Longevity Benefit is an investment in Savvly Fund 3, a registered closed-end fund managed by Savvly Advisor, LLC, an SEC-registered investment adviser. Contributions are allocated to S&P 500 index funds managed by Vanguard and Fidelity, held at U.S. Bank. When some investors exit early, a portion of value may be reallocated to those who remain. Potential cash payouts may occur at ages 80, 85, 90, and 95.
No. Savvly's Longevity Benefit is not designed to replace lost assets or restore a previous plan. It is designed to add potential cash later in life, alongside the retirement strategy you are building now. The goal is not to catch up. It is to build forward.
No. Savvly is designed to complement your existing retirement accounts, not replace them. It adds a dedicated structure for potential cash after age 80, the years most standard plans were not specifically built to cover.
The Exit Rule applies. Your early withdrawal value is calculated as 75% of your contribution plus 1% for each year held, capped at 100%, applied to the lesser of your original investment excluding sales load or current market value, calculated for each remaining scheduled payout. See the fund prospectus for full details.
No. Payouts at ages 80, 85, 90, and 95 are potential outcomes, not guarantees. They depend on S&P 500 performance, fund mechanics, and investor activity. Investment involves risk, including possible loss of principal.
Yes. The Savvly Longevity Benefit is now available in beta. Join now to get started and a member of the team will follow up personally.
Beta access

Build the next plan from here.

Savvly's Longevity Benefit is now available in beta. Join to learn how it works and whether it may be a realistic fit for where you are starting from today.

No pressure. No spam. Take a look at your own pace.

Making living a long life a financial reward, not a risk.

© 2026 Savvly, Inc. SEC-Registered Investment Adviser. Assets held at U.S. Bank. Invests in low-cost S&P 500 ETFs from Vanguard and Fidelity.

©2026 Savvly, Inc. or its affiliates. All rights reserved. Investing involves risk, including possible loss of principal. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses. Read the prospectus carefully before investing. This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. In the U.S., this material is intended for public distribution. Prepared by Savvly, Inc. Savvly Advisor, LLC is an SEC-registered investment advisor and fully owned by Savvly, Inc.