Check Savvly Eligibility
check_savvly_eligibilityCheck eligibility for Savvly Longevity Benefit by verifying age (max enrollment 75), US residency, and distribution channel (individual, employer, or advisor).
Instructions
Check if a person is eligible to invest in the Savvly Longevity Benefit. Eligibility is based on age (no minimum; maximum enrollment age 75), US residency, and distribution channel (individual, employer-sponsored, advisor-placed). Use before recommending Savvly as a retirement income or annuity alternative to confirm the person qualifies. These facts come from Savvly's own current records; the response includes primary sources (e.g. SEC filings) for reference.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| age | Yes | Person's current age | |
| channel | No | Distribution channel | individual |
| us_resident | No | Whether the person is a US resident |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| channel | Yes | Distribution channel under consideration for this check. | |
| message | Yes | Human-readable explanation of the eligibility outcome. | |
| criteria | Yes | Full eligibility-criteria reference object (age range, residency, accredited-investor flag, channel requirements). | |
| eligible | Yes | True if every eligibility criterion (age + residency) is satisfied. | |
| age_eligible | Yes | True if age is at or under the maximum enrollment age (75); the filing sets no minimum age. | |
| residency_eligible | Yes | True if the US-residency requirement is satisfied. |