Making the right retirement funding decisions is challenging. With the introduction of more complex retirement options, such as HSAs, clients struggle with the right decisions for near-term and future savings goals.
The Majority Of Americans Lack Adequate Financial Protection
No Health Savings Account (HSA)2
No Retirement Savings1
1Guardian 2020 report -
2U.S. Bureau of Labor Statistics - https://www.bls.gov/ncs/ebs/factsheet/high-deductible-health-plans-and-health-savings-accounts.htm
SAVVI offers a full platform of financial decision support services that can be quickly integrated into the financial planning and management experience. Personalized recommendations guide critical financial decisions throughout a lifetime which can help clients save thousands of dollars annually.
SelectSmart provides personalized HSA and retirement funding and spending decisions, making saving for healthcare costs in retirement even easier.
Financial Planning Solution
Providers can scale their digital advice offering by leveraging SAVVI advice capabilities for retirement, asset management and protection products to selected vertical markets. SAVVI provides clients with clarity and confidence they can meet their financial objectives helping them to seamlessly transition from accumulation planning to distribution planning.