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, Affordable Pricing
Pricing
Start building your client database and offer a great asset for under $100 per month. Trial available, contact us for a quick demo and more details.
Customization Options
- Your branding, colors and logo.
- You choose the demographic data.
- Custom prescriptions and deliverable.
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 money-related risk and opportunity, the Third Age Portfolio balances all dimensions of life: financial, 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.
Features & Benefits
Built for Advisors. Loved by Clients.
Features
Specifically tailored for individuals entering the Third Age of life — not a generic wellness survey
Expertly crafted questions with AI-powered prescriptions developed by domain specialists
Powerful analytics with informative visual charts across all five life domains
Accessible, modern survey tools that work beautifully on all devices — phone, tablet, or desktop
Benefits
Generate new leads and acquire clients who are actively planning their future
Learn valuable insights about your customer base across demographic and behavioral dimensions
Increase client loyalty by providing a meaningful benefit that keeps them engaged with your practice
Deploy as a marketing tool across your website, email campaigns, and social media channels
Requires zero administrative effort or staff time — the platform handles everything
Powerful Analytics Dashboard
Insights You Can Actually Use
Every completed assessment feeds into a rich analytics dashboard — giving you a clear picture of your clients' strengths, gaps, and opportunities at both the individual and portfolio level.
Bar charts with strong / moderate / needs attention color coding across all six domains.
Donut charts breaking down gender, income, employment status, and more across your full client base.
Instantly surface the specific items where clients excel and where they most need guidance.
Who Uses Third Age Portfolio
Built for Trusted Advisors of All Kinds
Any professional who works with people planning their next phase of life can deploy this middle age marketing tool — with no technical setup required.
Ready to Get Started?
Give Your Clients a Third Age Advantage
Join the growing list of advisors, coaches, and organizations using the Third Age Portfolio to deepen client relationships and grow their practice.