| name | Yes | Product name (e.g. 'Savvly Longevity Benefit'). | |
| links | No | Relevant URLs (website, disclosures, etc.). | |
| company | No | Issuer / advisor entity information. | |
| tagline | No | Short marketing tagline. | |
| category | Yes | Product category slug, e.g. 'longevity_benefit_fund'. | |
| channels | No | Distribution channels through which Savvly is offered. | |
| expenses | No | Expense structure in basis points (common vs tracking shares) and the blended range; illustrations are net of expenses. | |
| investment | No | How contributions are invested: underlying assets (S&P 500 ETF), asset managers, minimum/maximum monthly and lump-sum amounts, market participation. | |
| next_steps | No | Suggested next actions for an interested investor. | |
| regulatory | No | Regulatory status: SEC registration, Investment Company Act of 1940, advisor, custodian, and is_insurance/is_annuity flags. | |
| description | No | Long-form product description. | |
| disclaimers | No | SEC-style disclaimers and required legal language. | |
| portability | No | Whether the position is portable. | |
| tax_treatment | No | Tax treatment of payouts and contributions. | |
| longevity_pool | No | How the longevity pool works — exited participants' unused shares may be allocated to remaining participants. | |
| payout_schedule | No | Milestone payout schedule at ages 80/85/90/95. | |
| early_withdrawal | No | Early-withdrawal / surrender terms and the value returned to the estate. | |
| portability_note | No | Detail on portability. | |
| illustrative_payout | No | One worked example of what the schedule pays: the modeled payout RANGE at each milestone age for a single fixed allocation, so the percentages above have dollar figures beside them. Fixed inputs, identical for every caller — hypothetical, not a quote, and not tailored to the user. For the user's own age and amount, call `project_savvly_lumpsum`. | |
| positioning_statement | No | One-sentence positioning — what Savvly is and is NOT (not insurance, not an annuity). | |