Close the gaps
Find the gaps. Close them, one by one.
Protection finds where your plan is exposed, life, disability, income and estate, and closes each gap in order.
Sample plan for the Harper family · illustrative only
Plan score (Sample)
Net worth, growing (Sample)
Next best step (Sample)
Ask your AI planner (Sample)
Is my family protected if I couldn’t work?
Your income protection gap is open. Here’s what closing it would take, and where it sits in your plan’s order.
What it does for you
Every kind of gap
Life, disability, long-term care, income and estate, checked together.
Insurance as a tool
Insurance is used only where the plan calls for it, to fit the strategy.
Shown in order
The biggest gap first, so you always know what matters most right now.
Common questions
Will this try to sell me insurance?
No. Insurance is one tool your plan may use, chosen to fit the strategy, never led with.
What counts as a gap?
Anywhere your plan would be exposed: life, disability, income, long-term care or estate.
When can I start?
Plans become available January 1. You can reserve your spot now.