David & Linda Martinez
Dual-income couple, $500K WL policy
David had a mild single-vessel cardiac event four years ago and has been medically managed since. Linda is a never-smoker with no conditions. They hold a 22-year-old whole life policy and are evaluating joint survivorship, Social Security coordination, and whether to reallocate the policy's cash value.
Open the sample views
Each view is the same page a real client or advisor would see. A sample banner stays on screen so it is always clear you are looking at a fictional profile.
Consumer longevity report
The full self-serve report: health-adjusted life expectancy, survival curve, condition impacts, what-if scenarios, Social Security comparison, and the per-carrier underwriting class estimator inline at the bottom.
Advisor + settlement view
How the same profile appears to a financial advisor: policy details, settlement valuation across three buyer IRR scenarios, hold-vs-sell strategy comparison, and a clinical-level health breakdown.
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