You saw what aging can cost a family. Build a different plan.
Savvly's Longevity Benefit is designed to help create potential cash later in life, when care, housing, and independence can become more expensive for you and your family.
Average nursing home cost in 2025. Medicare covers short-term care only.
Carescout, 2025
63%
Of family caregivers have no plan to cover a parent's care costs.
AgingCare Survey
18%
Of adults 50+ are currently providing informal elder care.
Econofact, 2026
Not Insurance
Not an Annuity
SEC-Registered Investment Fund
S&P 500-based · Vanguard & Fidelity managed
Assets held at U.S. Bank
You've seen the future
The money runs out before the life does.
You've managed a parent's care. Watched the savings drain, the monthly bills, the conversations no one wanted to have, the math that doesn't work out.
Most retirement plans were built for ages 65 to 75. They weren't designed for a 30-year retirement. Savvly was built to fill exactly that gap.
"I watched it all disappear. I'm not letting that happen to my kids."
54%
Of Americans 55+ have retirement savings far below recommended benchmarks
GOBankingRates, 2023
85+
Fastest-growing segment of the U.S. older population
U.S. Census Bureau
30 yr
Potential retirement duration for today's 65-year-olds. Most plans assume 15 to 20
SSA Life Expectancy Tables, 2024
39%
Of working households projected to fall short in retirement
Center for Retirement Research, 2024
How It Works
Three steps. A structure built for the long game.
Simple to start. No health screening. Exit whenever, the Exit Rule protects your contribution.
Step 01
Start from $10 per month
Open your Savvly account and contribute to the S&P 500-based Longevity Benefit fund. No large upfront commitment. No health screening required.
Minimum: $10/month · No maximum · Portable on job change
Step 02
Market growth + reallocation
Your contributions track the S&P 500. When investors exit early, their unused shares may be reallocated to those who remain, not to an insurer.
Exit Rule applies: a portion of capital may be returned on exit. See disclosures for details.
Step 03
Potential cash at 80, 85, 90, and 95
At each milestone age, you may receive a structured cash payout, right when traditional savings may have run their course.
Hypothetical only. Results may vary. Payouts are potential, not guaranteed.
Payout milestones
Four moments. When it matters most.
Traditional savings may be depleted by 80. Savvly is built to start paying out right there, and keep going at 85, 90, and 95.
80
First payout
85
Second payout
90
Third payout
95
Fourth payout
Payouts are potential, not guaranteed. Contingent on fund performance, investor longevity, and market conditions.
Investor's current age
Potential by 80
Potential by 85
Potential by 90
Potential by 95
Age 25
$1.5 - $1.9M
$4.3 - $5.4M
$12 - $15M
$31 - $39M
Age 35
$780 - $980K
$1.8 - $2.3M
$4.5 - $5.6M
$9.6 - $12M
Age 45
$350 - $440K
$750 - $940K
$1.4 - $1.8M
$3.1 - $3.9M
Age 55
$120 - $150K
$220 - $280K
$400 - $500K
$720 - $900K
Based on a $100/month contribution. Estimates of combined potential payouts across all milestone ages, based on assumed S&P 500 returns. Not guaranteed. Will fluctuate based on market performance, fund fees, and investor activity including early withdrawals. Investment involves risk, including possible loss of principal.
Who It's For
For people who want to break the cycle.
You have seen what happens when later life becomes a family problem. The bills, the decisions, the pressure on adult children. Savvly is designed for people who want more options later in life, and a different story for the next generation.
01
You have seen what it means to become the backup plan.
The calls. The appointments. The paperwork. The monthly cost. When a parent's plan runs thin, adult children often become the fallback.
Savvly is designed for people who have seen that pressure up close and want to prepare differently.
02
You want to support your kids now without depending on them later.
Helping your children, giving to family, or enjoying life today should not mean ignoring the years after 80.
Savvly is designed to add a later-life layer, with potential payouts at ages 80, 85, 90, and 95, so you may have more options when independence becomes more expensive.
03
You want a different story for the next generation.
Your parents may not have had a structure built for a longer life. You still can.
Savvly is designed to help create potential cash later in life, which may help reduce pressure on the people you love and give your family more choices when care gets expensive.
Backed and recognized by
Common questions
Everything you need to know.
Straight answers to the questions we hear most.
The Savvly Longevity Benefit is an investment in Savvly Fund 3, a registered closed-end fund managed by Savvly Advisor, LLC, an SEC-registered investment adviser. It is not insurance and not an annuity. When investors exit early, their unused shares may be reallocated to those who remain. Potential payouts may occur at ages 80, 85, 90, and 95, contingent on fund performance and investor longevity.
Investors can withdraw at any time under the Exit Rule. The early withdrawal value is calculated as 75% of your contribution plus an additional 1% for each year held, capped at 100%. This percentage is applied to the lesser of your original investment (excluding any sales load) or its current market value and is calculated for each remaining scheduled payout. For a full breakdown, please review the fund prospectus.
In the event of death, the Exit Rule applies. Beneficiaries may receive 75% of the lesser of the initial investment or current market value, plus 1% for each full year the account was active, capped at 100%. This value is calculated for each remaining scheduled payout.
No. Payouts at ages 80, 85, 90, and 95 are potential, not guaranteed. They are contingent on S&P 500 market performance, fund fees, the number of investors in the pool, and investor activity including early withdrawals. Investment involves risk, including possible loss of principal.
Savvly is not an annuity. There are no insurance premiums, no caps on upside returns, and no insurer keeping the unused portion of your contribution. Instead, unused shares from investors who exit early may be reallocated to investors who remain. The underlying investment is a transparent, low-cost S&P 500 index structure, not a black-box insurance product.
Assets are held at U.S. Bank and invested in funds managed by Vanguard and Fidelity. Savvly Advisor, LLC is an SEC-registered investment adviser. Investment involves risk, including the possible loss of principal. Payouts are not guaranteed. Savvly is not a bank deposit and is not FDIC insured.
Limited Beta AccessPersonal Follow-Up
You've seen what happens. Build a different story.
Join the Savvly beta waitlist. We'll follow up personally, no automated sequences, no sales pressure. Just a real conversation about whether this may be right for you.
You are on the list. We will be in touch.
By joining, you agree to receive one follow-up from the Savvly team. Investment involves risk, including possible loss of principal. Payouts are not guaranteed.
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