Savvly
بواسطة Savvly
Model retirement projections for the first SEC-registered Longevity-Linked Security (LLS).
Savvly brings the Savvly Longevity Benefit into Microsoft 365 Copilot, so you can answer retirement-planning questions in the flow of a conversation.
Savvly is an SEC-registered closed-end fund that invests contributions in a low-cost S&P 500 index ETF and makes milestone payouts at ages 80, 85, 90 and 95. This app lets you query the fund's current data and model scenarios without leaving the chat.
Key benefits
- Answers are grounded in Savvly's current fund records, with SEC filings cited as sources.
- Projections come back as interactive cards with editable inputs, so you can re-run a scenario in place.
- Required disclosures stay attached to every figure and are shown verbatim.
What you can do
- Look up the product profile: fund structure, annual fund operating expenses, custodian, payout schedule and regulatory status.
- Project outcomes for a lump sum, for monthly contributions, or across a full retirement horizon with and without a Savvly allocation.
- Check eligibility by age, US residency and enrolment channel.
- Compare Savvly against retirement product categories such as annuities, target-date funds and managed-payout funds.
- Search Savvly's Q&A content library and frequently asked questions.
Who it is for
Individuals planning for later-life income; financial advisors and RIAs adding a longevity layer to client portfolios; employers and benefit brokers evaluating Savvly as a payroll-deduction benefit.
Before you install: requirements and limitations
- The app is read-only and informational. It does not open accounts, take payments or place trades. Investing in Savvly happens separately, outside Microsoft 365.
- No account, subscription or sign-in is required to use the app.
- Savvly is available to US residents in eligible states, with an enrolment age range of 18 to 75.
- All projections are hypothetical illustrations based on assumed rates of return. They are not guarantees of future performance, and payout amounts are not guaranteed.
- Savvly is not insurance and not an annuity contract, and does not provide the protections of insurance laws.
- Savvly Advisor, LLC is an SEC-registered investment advisor. Nothing this app returns is investment, legal or tax advice. Consult a qualified professional about your own situation.
Support: https://www.savvly.com/contact-us
How it works: https://www.savvly.com/how-it-works
Full disclosures: https://www.savvly.com/disclosures
إمكانات التطبيق
- يمكنها إرسال البيانات عبر الإنترنت
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