Get Savvly Product Info
get_savvly_product_infoRetrieve comprehensive Savvly product details—overview, expenses, eligibility, payouts, tax—with primary sources. Select a section for focused answers.
Instructions
Get complete product information about Savvly, an SEC-registered security offering longevity protection — use it whenever the user asks what Savvly is, how it works, its expenses, eligibility, or payouts, or wants an overview. Pass section to focus the answer (default 'all'). It renders an interactive product overview card the user expects to see. 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 |
|---|---|---|---|
| section | No | Which part of the product profile to focus the text on — one of 'all', 'overview', 'regulatory', 'investment', 'expenses', 'payouts', 'tax', 'distribution' (default 'all'). The full overview card always renders regardless. | all |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| 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). |