Marketing Tool Aimed at Those Entering Their Golden Years
Help Your Clients Thrive in the Next Chapter
A professionally crafted, AI-powered marketing tool built specifically for advisors serving individuals entering their Third Age — giving your practice a meaningful edge while delivering real value to the people you serve.
The Partnership Value
A Win for You. A Win for Your Clients.
As a marketing tool, Third Age Portfolio is designed so both advisors and their clients walk away with something genuinely useful.
What You Get
Tools that grow your practice
What Your Clients Get
Clarity and direction for what's next
Simple to Launch
How It Works
From first demo to full deployment — you can be live within 24 hours.
See It in Action
Contact us for a quick demo. If you like what you see, we'll build your custom branded version — typically within 24 hours.
Deploy & Share
Send the survey to prospects, post it on social media, embed it on your website, include it in email campaigns — the options are endless.
Clients Get Real Value
Each prospect receives a powerful, AI-driven assessment and personalized strategies for their golden years — all tied to your brand.
Grow Your Pipeline
You build a rich prospect database complete with powerful analytics and filtered export options — ready to power your next marketing campaign.
Investment
Simple, Straightforward Pricing
Pricing
Start building your database and offer a great asset to your clients for under $100 per month. Minimum monthly commitment required, contact us for more details.
Customization Options
- Your branding, colors and logo.
- You choose the demographic data.
- Custom questions and prescriptions.
What is the Third Age?
The Next Great Chapter Deserves a Plan
The Third Age begins when children leave home and work life starts to shift — a time that many call "retirement," though most people simply alter their lives rather than step away entirely. It's another opportunity to decide what you want to be when you grow up.
We're living longer and healthier than any previous generation. Modern medical advances, greater emphasis on prevention, and an ever-expanding world of information have added years — often decades — to this phase of life.
Just as a well-diversified financial portfolio balances risk and opportunity, the Third Age Portfolio balances the non-financial dimensions of life: relationships, learning, health, community, purpose-driven work, and technology. Together, these six elements create a life of accomplishment, fulfillment, and lasting legacy.
The Six Portfolio Elements
A Diversified Life Portfolio
Like a financial portfolio, balance across all six domains is what creates lasting wellbeing.
Time and energy invested in income-generating work — full-time, part-time, or consulting.
Developing, sustaining, and investing in family and friendships that matter most.
The ongoing pursuit of new knowledge, skills, and experiences that keep the mind sharp.
Giving back through service, volunteering, and meaningful community involvement.
Actively maintaining physical and mental health to remain independent and vibrant.
Assessing the role technology plays in your life and how to prepare for future changes.
