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One engine, many decisions

Almost every financial decision in the second half of life turns on one question: how long will this specific person actually live? Lumis Life answers it — health-adjusted, validated against published literature, in seconds — and turns that answer into the decision in front of you. Here's where advisors and individuals put it to work.

Retirement income & longevity

Plan to the right horizon, not a default age 90 — and size withdrawals to a health-adjusted lifespan.

Retirement planning

Social Security timing

When to claim between 62 and 70, with spousal and survivor coordination, weighted by survival.

SS claiming calculator

Insurability & carrier fit

Which carrier is likely to offer the best underwriting class — estimated across 18 real carriers.

Carrier comparison

Life-settlement valuation

Whether to sell, hold, surrender, or exchange a policy that's no longer needed — net-of-fees DCF.

Life settlements

Estate & legacy

How long the wealth-transfer and gifting runway really is, on a health-adjusted basis.

Estate planning

Coverage adequacy

Whether existing life coverage matches the health-adjusted horizon and the people who depend on it.

Run a report

Long-term-care planning

The high-LTC-risk window between the median estimate and the 90th-percentile survival age.

How it helps

Couples & survivorship

Joint, last-survivor planning and coordinated spousal Social Security for two lives, not one.

See a couple's example

Annuity & longevity hedging

Whether guaranteed lifetime income is good value for this client's specific longevity profile.

Longevity & annuities

Fiduciary documentation

A defensible, versioned, reproducible life-expectancy assumption behind every plan you sign.

How it's validated

Different people, different questions

The question changes with the person; the engine doesn't. Each of these is a live sample you can open and read — real engine output, no signup.

Emma, 35 — healthy

Insurability baseline and a long savings horizon

David & Linda, 60 & 58

Joint survivorship and Social Security coordination

Margaret, 68 — long-lived

Outliving-assets risk, delayed claiming, legacy

Robert, 78 — impaired, $1M policy

Life-settlement value vs. holding the policy

Why you can trust the number

The engine is benchmarked against published clinical literature — survival studies, SSA tables, SEER, USRDS — and every estimate is reproducible and documented. See the methodology & validation, the technology behind it, or just watch it run end-to-end.

Get a free reportFor advisors
JT

Jeff Ting, FSA, CFA

Fellow of the Society of Actuaries and CFA Charterholder. Jeff built Lumis Life to bring actuarial-grade longevity intelligence to financial advisors, bridging the gap between population mortality tables and individual client planning.

Try a Longevity Report

See how health-adjusted life expectancy changes retirement planning outcomes.

Get Started

Longevity Calculator

Quick population-level life expectancy estimate based on SOA 2015 VBT tables.

Try Calculator

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