A new financial wellness benefit for your people
The Life Planning Benefit
The Life Planning Benefit
Your Employees Actually Want.
Optimize what they’ve earned. Protect all they’ve built. A complete benefit that helps every member of your organization plan for retirement — and protect their family’s future.
Two trusted platforms.
One employer-paid benefit.
One employer-paid benefit.
AARP AgeTech Portfolio
SOC 2 Type II · All 50 states
SOC 2 Type II · All 50 states
03 · The Solution
Two trusted platforms. One employer-paid benefit.
Optimize retirement income · via RSSA
Get every dollar they’ve earned.
- ▸RSSA Roadmap® optimization software
- ▸Live 1-on-1 Registered Social Security Analyst®
- ▸Personalized filing plan
- ▸Spouse, divorce, survivor & disability planning
Protect family & legacy · via LVED
Nothing important is ever lost.
- ▸Last Will & Testament (attorney-drafted, all 50 states)
- ▸Living Will & Healthcare POA
- ▸Financial POA & Guardianship
- ▸Digital Vault for accounts & heir delivery
04 · The competitive edge
The benefit that sets great employers apart.
68%
Employee loyalty
more likely to stay at a job with financial wellness benefits
79%
Next-gen talent
of Millennials weight financial wellness in stay decisions
77%
Employer strategy
of employers cite retention as a top reason to offer these programs
05 · The math, live
See what this benefit is worth for your people.
Move the slider to your headcount. We’ll show you the annual cost, the lifetime value your team unlocks, and the return multiple — updated live.
How many employees / members?
2,500 people
505,00025,000
Tier 2 · Growth
$90 per employee / year · save 10% vs. Tier 1
Total lifetime value delivered
$175,000,000
Estimated additional Social Security + legal fee value unlocked across your workforce (midpoint of the $40K–$100K per-employee range).
For your 2,500-person team, this benefit costs $225,000/year — and delivers up to $175,000,000 in value. That’s a 778× return.
$6,250,000
Legal fees
replaced
replaced
$100,000,000
Add’l lifetime
Social Security
Social Security
0.13%
Utilization to
break even
break even
Lock in this quote → In writing, in 24 hours
08 · Pricing
Simple, transparent pricing.
Pricing based on total employees — not on who uses the platform. Every person is covered from day one.
Tier 1 · Starter
Under 500 employees
$10
per employee / month
Standard group rate
★ Most popular
Tier 2 · Growth
500–5,000 employees
$9
per employee / month
Save 10% vs. Tier 1
Tier 3 · Enterprise
5,000+ employees
$8
per employee / month
Save up to 25%
Ready to give your people the benefit they’ll actually thank you for?