You Track Your Health. Fund the Years. | Savvly | Savvly
NOT Insurance NOT an Annuity SEC-Registered Fund Assets at US Bank Vanguard · Fidelity
You're already building a longer life

You track
your health.
Fund the years.

You wear the ring. You know your recovery score and HRV. You're already doing the work to potentially live longer. Savvly is designed as the financial layer that may help make the longer life more affordable.

SEC-Registered Fund
Not an annuity
From $10/month
Your health + financial longevity picture
Recovery score
Oura Ring
87
Optimal
Sleep quality
Whoop
91
Excellent
Healthspan metric
Biological age
+2 yrs
Above avg.
$
Financial longevity
Later-life income layer
Gap detected
Financial longevity: not yet addressed
Your health data shows you may be optimizing for a longer life. A financial layer for ages 80–95+ may be worth considering.
+ Savvly Longevity Benefit
Potential cash payouts at 80, 85, 90, and 95 — designed for the years when most plans face the greatest pressure.
49%

jump in smart ring shipments in 2025 — health optimization has moved mainstream, yet most health-optimizers have no financial layer for the longer life they're building

Source: IDC via Bloomberg, January 2026

27%

of Americans now believe it is likely they will live to 100 — a 35-year retirement window most financial plans were not designed to cover

Source: Northwestern Mutual 2026 Planning & Progress Study

80+

is where Savvly's potential payouts may begin — precisely the ages health-optimized longevity planners may be actively building toward

Source: Savvly Fund 3 structure — potential payouts at ages 80, 85, 90, 95

Your wearable may help you get to 90.
Savvly may help fund it.

Three things a health tracker may not provide — but a longevity financial plan may help address.

Pool your future potential cash

Contributions may go into a low-cost S&P 500 index fund managed by Vanguard and Fidelity. Potential market returns today, possible longevity payouts at 80, 85, 90, and 95.

The reallocation mechanism

When participants exit early, their unused share may flow to those who stay — not to an insurer. The longer you may stay, the more you may receive. Designed for those building toward a long life.

Additive, not a replacement

Savvly is designed to work alongside your 401(k), IRA, and everything else you've built. A specific layer for the decades after 80 — not a replacement for your existing plan.

NOT insurance. NOT an annuity.
A new category.

Savvly is an SEC-registered investment fund — transparent mechanism, S&P 500 exposure, no health screening. Structurally different from other products.

Feature Traditional annuity Savvly
Health screeningOften requiredNone required
S&P 500 exposureTypically noYes — index fund
Can exit if neededMay carry penaltiesFair Exit available
Minimum contributionTypically highFrom $10/month
LTCG tax treatmentOrdinary incomeYes (current tax law)
Health + financial longevity

You optimized the body.
Now the plan.

Join the waitlist for Savvly's beta — built specifically for people already investing in their health who may want a financial layer to match.

No health screening · No partnership with Oura or Whoop · From $10/month

You're on the list.

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.

SEC-Registered Fund NOT insurance NOT an annuity

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.

Savvly

© 2026 Savvly, Inc. · savvly.com · SEC-Registered · Assets at US Bank

NOT insurance · NOT an annuity · Investment involves risk