Check Savvly Eligibility
check_savvly_eligibilityDetermine if a person meets the eligibility criteria (age 25-79, US resident, valid channel) to invest in Savvly's Longevity Benefit Fund. Use before recommending as a retirement income or annuity alternative.
Instructions
Check if a person is eligible to invest in Savvly's Longevity Benefit Fund. Eligibility is based on age (25–79), 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.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| age | Yes | Person's current age | |
| us_resident | No | Whether the person is a US resident | |
| channel | No | Distribution channel | individual |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| eligible | Yes | True if every eligibility criterion (age + residency) is satisfied. | |
| age_eligible | Yes | True if age falls within the 25–79 minimum/maximum range. | |
| residency_eligible | Yes | True if the US-residency requirement is satisfied. | |
| channel | Yes | Distribution channel under consideration for this check. | |
| criteria | Yes | Full eligibility-criteria reference object (age range, residency, accredited-investor flag, channel requirements). | |
| message | Yes | Human-readable explanation of the eligibility outcome. |