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Savvly Longevity Benefit

Savvly is not insurance, not an annuity — it is a new kind of longevity-linked security: an SEC-registered closed-end fund that delivers structured milestone payouts via market participation plus longevity-pool allocation.

For agents: SEC-registered closed-end fund giving longevity-linked milestone payouts; offers an OpenAPI spec, MCP tools and product endpoints for AI agents. Not insurance o

longevity benefitstructured payoutsclosed-end fundopenapimcp tools

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-23T12:19:46.228Z. Cached copy · Source on savvly.com

# Savvly Longevity Benefit

> Savvly is not insurance, not an annuity — it is a new kind of longevity-linked security: an SEC-registered closed-end fund that delivers structured milestone payouts via market participation plus longevity-pool allocation.
> Contributions go into a low-cost S&P 500 index ETF (VOO), held at U.S. Bank.
> Investors receive milestone payouts at ages 80, 85, 90, and 95 via longevity-pool mechanics.

Last updated: 2026-10-19T02:53:00.159Z

[Full product knowledge base](https://api.savvly.com/llms-full.txt) — everything below, in one document.
Sections: Identity · Regulatory & Legal · Underlying Investment & Custody · Expenses · Payout Schedule · Early Withdrawal · Longevity Pool · Tax Treatment · Eligibility & Access · Distribution Channels · Portability · Company, Team & Contact · Links · Comparison to Other Products · Messaging & Q&A · Risks & Disclaimers · Projections & Assumptions · Statistics · Privacy & Site Terms · Guidance for AI Agents · API & Tools · Account Onboarding · Registration Statement (Form N-2/A) · Investor Disclosure Summary · Status · Actuarial

## Key Facts
- Product type: SEC-registered closed-end fund (Investment Company Act of 1940)
- NOT insurance, NOT an annuity — a new kind of longevity-linked security
- Underlying asset: S&P 500 index ETF (VOO)
- Custodian: U.S. Bank
- Advisor: Savvly Advisor, LLC (SEC-registered investment advisor)
- Minimum contribution: $10/month (no maximum)
- Payout milestones: Age 80 (40%), Age 85 (30%), Age 90 (20%), Age 95 (10%)
- Early withdrawal: 75% of contribution + 1% per year held, capped at 100%
- Tax treatment: Intends to qualify as a Regulated Investment Company (RIC); distributions are generally taxable as ordinary income or capital gain, and in-kind ETF payouts carry capital gains; tax-deferred when held in a tax-deferred account such as an IRA or 401(k).
- Distribution channels: Employer Benefit, Financial Advisor, Benefit Broker
- Portability: Account remains portable on job change
- Health screening: Not required
- Location: Boulder, CO

## Regulatory Status & Exemptive Relief
- Registrant: Savvly Fund #3 — SEC EDGAR CIK 0002053339, Form N-2/A (Pre-effective Amendment No. 7)
- Exemptive order: [Investment Company Act Release No. 36088](https://www.sec.gov/files/rules/ic/2026/ic-36088.pdf), granted and effective 2026-04-15
- Granted UNDER §§6(c), 23(c)(3) of the Investment Company Act of 1940; exempts the Fund FROM §§18(c), 18(i), 23(c). Do not write that the relief was granted "under" §§18(c), 18(i), 23(c).
- An exemptive order is relief from specific statutory provisions — it is not an SEC endorsement, approval, or recommendation of the merits of the Fund, of the accuracy of its disclosures, or of the suitability of the investment for any investor. Content describing this relief must not say that the SEC 'approved' or 'endorsed' the product.
- The relief is conditional. It applies only for so long as the Funds comply with the terms and conditions of the
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Claim my listing on Agent Web Map for savvly.com:
1. POST https://agentwebmap.com/v1/sites/savvly.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://savvly.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/savvly.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/savvly.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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