Lapetus, through its joint venture with WealthSpan Financial Partners, helps financial planners differentiate their service by AI-powered life expectancy assessment tools.
Our industry leading solution provides a fast and accurate assessment of life span, including healthy years of life and likely years of care. Where deeper insights are needed, we can provide hyper-personalized physician assisted assessments.
Transforming the customer and advisor experience through AI driven, personalized life expectancy calculator
Lapetus can help advisors differentiate their service by providing instant, accurate assessments of life expectancy
We remove barriers to some of the hard conversations using an easy to complete process of simple questions
We provide you with immediate, actionable results using the Lapetus proprietary tools and database
WealthSpan Life Expectancy calculator with detailed report
Medically assisted life assessment & report
Generian will provide medically assisted life assessment and reporting.
RX data enhancements for hyper-personalization
Enhance your financial planning experience by adding RX review to provide an even more accurate level of information on your client’s health and wellness.
Frequently Asked Questions
Why is Life Expectancy important in the planning process?
Why is it important to have an accurate, personalized life estimate?
To get this wrong can have significant impact on your customers future financial wellbeing.
Why is the Lapetus calculator and Wealthspan report better than others that are available?
More accurate and personalized insights
Start hard conversations
Working with couples differentiates you from the competition
How Our Calculator Can Transform Your Planning Business
The Wealthspan lifespan and healthspan tool has allowed me to differentiate myself and have a conversation with clients that they’ve never had before.
– MATTHEW, FINANCIAL ADVISOR
– KELLY, FINANCIAL ADVISOR