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Dear,
The biggest threat to the financial and retirement security of most individuals and families is not a recession, inflation, or market downturn. It's their health.
Planning for health- and longevity-related risks is not easy. There are many legal, financial, and healthcare contingencies to prepare for. Conventional financial planning applications do not capture these risks or provide personalized guidance on how to recognize, manage, or mitigate them.
Now there is WhealthBot, a virtual longevity planning assistant. WhealthBot helps your clients and employees prepare for a long and financially healthy life. The application contains downloadable planning guides and checklists, personalized recommendation algorithms, family conversation scripts, behavioral assessments, and longevity calculators, embedded in an easy-to-use, chat-style interface.
WhealthBot's algorithms and content have been developed in collaboration with experts in financial planning and psychiatry, and are grounded in part in a clinical study conducted at Massachusetts General Hospital.
WhealthBot enables individuals and families to:
- Feel more confident, empowered, and in control of their future
- Identify personalized planning gaps and priorities
- Make smarter financial and healthcare decisions
- Be ready for the “bad stuff” that can happen later in life
- Identify and remediate unsafe decision-making behaviors
- Have more productive family conversations about health and finances
- Reduce retirement planning stress and anxiety
We are now offering special introductory rates for early WhealthBot adopters. Our volume licensing model allows you to provide clients and employees free access to WhealthBot. Product white-labeling and longevity training programs are also available.
Please contact me to see a demo or get more information.
Best regards,
Chris Heye, PhD
