Template Longevity Calculator -

Advisor Longevity Calculator Content Kit

A complete toolkit to help financial advisors integrate, promote, and personalize the Longevity Calculator with ease.

Overview

This content kit is designed to help advisors easily promote and integrate the Longevity Calculator on their website, social media, email campaigns, and newsletters. Each section provides editable templates you can customize with your firm’s branding, disclosure language, and personal tone. The goal is to make it simple to engage your pre-retiree and retiree audience, drive more website traffic, and convert visitors into qualified leads.

All content can be personalized with placeholders:

[ADVISOR_NAME] – Your name or team name
[FIRM_NAME] – Your firm or practice name
[ADVISOR_WEBSITE] – Link to your website page where the calculator appears
[DISCLOSURE_TEXT] – Compliance disclosure language specific to your firm

Each piece already includes natural prompts for your audience to use the calculator, download their personalized report, and engage with your firm.

Website Content Templates

Short-Form (Above Calculator)

Headline options:

See How Long You May Live — and Plan with Confidence
Estimate Your Life Expectancy in Minutes
Understand Longevity as a Key Part of Retirement Planning

Body copy:
Use this Longevity Calculator to estimate your life expectancy based on your age, gender, and lifestyle factors. You’ll also see additional probability milestones that show the likelihood of living to different ages — helping you view retirement from a long-term perspective.

CTA:
Try the Longevity Calculator Below

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: Keep this section short and above the calculator so visitors see context before they begin.

Long-Form (Below Calculator)

Purpose: For advisors who want to add more educational context, SEO value, and engagement. Use this under the calculator or as a standalone page section.

Headline:
Understanding Longevity in Retirement Planning

Body copy:
How long you may live is one of the most important — and most uncertain — parts of retirement planning. While no one can predict the future, getting an estimate of life expectancy can help you think through savings, income, and lifestyle decisions with greater clarity.

This Longevity Calculator estimates your life expectancy based on age, gender, and smoking status. It also provides additional probabilities — such as a 50%, 20%, and 10% likelihood of living to certain ages — so you can visualize a range of possible outcomes.

The calculator is quick to use. Just enter a few details and see your estimated life expectancy, along with the age ranges that represent different probability benchmarks. You can download a personalized report to review or share as part of your planning discussions.

The goal isn’t to predict your future but to help you plan thoughtfully for it. With a clearer picture of longevity, you can have more informed conversations about income, healthcare, and quality of life in retirement.

Try the calculator below to explore your results and download your personalized longevity report.

[DISCLOSURE_TEXT]

Tip for Advisors: This version works well below the calculator or as a standalone educational resource page. You can add your own insights or a brief video introduction for a personal touch.

Social Media Post Templates

Purpose: For use on your firm’s LinkedIn, Facebook, or other social channels. These short, flexible captions can rotate throughout the year to reach pre-retiree and retiree audiences.

Tip for Advisors: Add an image or graphic showing a retirement calendar, calculator, or friendly visual to increase engagement.

Email Template (Advisors → Clients/Prospects)

Purpose: For re-engaging inactive clients or reaching new prospects through email campaigns or newsletters. This message feels personal and useful without being overly technical.

Subject line options:

How Long Could Your Retirement Last?
See Your Estimated Life Expectancy in Minutes
Understanding Longevity Can Help You Plan Smarter

Body copy:

Hi [FIRST_NAME],

How long your savings may need to last depends, in part, on how long you may live. While no one can know for sure, having an estimate helps you plan with more perspective.

Our Longevity Calculator estimates your life expectancy based on your age, gender, and lifestyle choices — and shows probability ranges so you can see the likelihood of reaching different ages.

It’s simple, fast, and designed to help you plan ahead with greater confidence.

Try it here: [ADVISOR_WEBSITE]

Best,
[ADVISOR_NAME]
[FIRM_NAME]

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: This email template works great in targeted list campaigns to increase open and click rates.

Article / Blog Template

Short Version (100–150 words)

Headline options:

How Longevity Shapes Retirement Planning
Estimate How Long You May Live — and Plan Ahead
Why Understanding Longevity Matters for Retirement

Body copy:
Planning for retirement means planning for a future that could last decades. Knowing how long you may live can help you think through your savings and income needs with more clarity.

This calculator estimates your life expectancy based on your age, gender, and lifestyle factors, and also shows probabilities for living to various ages. It’s a simple, educational tool that helps you view your retirement time horizon in a practical way.

Try the Longevity Calculator below and download your personalized report in just a few clicks.

Disclosure:
[DISCLOSURE_TEXT]

Long Version (500–600 words)

Headline:
Why Understanding Longevity Can Make Retirement Planning More Meaningful

Body copy:
When planning for retirement, one of the biggest questions is: how long might it last? While the answer is uncertain, understanding longevity — how long you may live — provides helpful context for saving, spending, and planning your future lifestyle.

What this calculator shows
Our Longevity Calculator estimates your life expectancy based on key factors such as age, gender, and smoking status. It also displays other probabilities — like a 50%, 20%, and 10% chance of living to certain ages — so you can visualize a range of possible outcomes instead of a single number.

How to use it
Enter your basic information to see your estimated life expectancy, along with the probability milestones that reflect different survival odds. The personalized report you can download summarizes these insights and can serve as a reference for future planning conversations.

Why it matters
Longevity is more than a number — it’s a framework for thinking about how long your resources and lifestyle choices might need to sustain you. It can inform how you approach retirement income, healthcare decisions, and personal goals.

Your next step
Try the calculator below to estimate your life expectancy and explore a range of probabilities that show how longevity could influence your planning horizon. For guidance on how this perspective fits within your broader financial plan, [FIRM_NAME] is here to help.

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: You can repurpose this article for your website’s blog, newsletter, or as a long-form educational post on LinkedIn. Consider adding a brief introductory note in your own voice to personalize the experience.