Feel more confident, empowered, and in control of your future
Clinically-based solutions for identifying and managing health and longevity risks to your financial and retirement security
Deliver a more personalized client experience and show you understand what matters most to your cllients.
Financial wellness questionnaires that help you understand your client's goals, preferences, and worries
Next Best Action algorithms that determine what to do right now about specific topics of client interest or concern
Clinically-based behavioral assessment that identifies traits that make a client vulnerable to poor financial decision-making
Expert-informed guides that make it easier to initiate and sustain client conversations about health and wealth
Comprehensive library of multi-award-winning content authored by experts in financial planning, psychiatry, and longevity.
AI is revolutionizing the way we plan for longevity. Unlock the potential of tomorrow's technology today.
OpenAI GPT 3.5 model trained with recommendations, insights, and research from leading health, finance, and longevity experts
Conversation-style interface makes it easy to get the assistance you need quickly
Calculators that estimate life expectancy and number of years you may need long-term care
Health and personal finance problem solving algorithms help you to determine what to do next
Conversation tips and scripts make "difficult" family conversations about health and wealth more successful
Our multi-award winning products are designed developed by Chris Heye, PhD in collaboration with financial planning and medical experts including Tony Weiner, MD, Director, Outpatient Geriatric Psychiatry, Massachusetts General Hospital (MGH), Edward "Ned" Hallowell, MD, psychiatrist and New York Times bestselling author.
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