The Urgent Opportunity: The Longevity Revolution is Here — and Few Are Ready
Challenges Faced by Your Clients:
Outliving retirement savings
Rising care demands
Overwhelmed by what needs to be planned — and how to start
Why it Matters to You:
Elderhood is now your clients’ longest and most complex life stage
Client expectations are evolving fast. They’ll gravitate toward wealth managers who can guide them through life transitions — not just financial products
Stand out in a crowded, competitive market. Holistic planning sets you apart and deepens long-term relationships
Capture high-value opportunities. The longevity economy is rising fast — and those equipped to serve it will shape the future of wealth management
Meet YEPPA
A digital concierge that transforms your elderhood planning from a maze of confusion into a seamless journey.
With YEPPA, wealth managers and financial institutions can unlock the next wave of longevity-driven value — at scale and with cost efficiency.
How does YEPPA work?
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Profile Setup
Clients answer a few simple questions about their life stage and demographics.
How It Helps You: Get to the point faster. Skip lengthy fact-finds and jump straight into relevant needs.
Personalization
Clients complete a few guided questions to generate a dynamic plan with insights and next steps.
How It Helps You: Uncover hidden needs by spotting deeper goals and planning gaps to position relevant advice and products.
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Plan execution
Clients use tools like the Schedule of Assets, Connections, and Letter of Wishes to add detail and bring their plan to life — quickly and efficiently.
How It Helps You: Open doors across generations by staying connected to key family members and expand influence beyond your primary client.
Ongoing Management & Execution
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YEPPA monitors for life changes, legal updates, and client inactivity — and prompts action only when relevant. It also guides users through step-by-step execution when the time comes.
How It Helps You: Reach out at the right time. Stay top-of-mind with timely, proactive advice. No manual tracking needed.
What Makes Immortalize Different?
Why not just ChatGPT or DeepSeek it?
Hover to explore each feature
No Prompts Required
Structured flows surface the right concerns — even when clients aren’t sure what to ask or what they need.
Real-Time Market Intelligence
Live data from the Immortalize Marketplace helps you and your clients make informed, actionable decisions.
End-to-End Coverage
Supports the entire elderhood journey — from planning to real-world execution — across caregiving, legal, financial, and legacy matters.
Built-In Execution Tools
Auto-generates client-ready outputs — like the Schedule of Assets, Letter of Wishes, and Connections — so you can focus on advice, not admin.
Smart, Human-Centric Experience
Built from real-world insight and human-centric design, YEPPA anticipates where clients get stuck and how to move them forward.
While others pitch products, YEPPA helps you deliver purpose — and become the advisor clients never want to leave.
YEPPA Plans & Pricing
Choose the Right Plan to Power Smarter, Scalable Elderhood Planning
Included With All Plans
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Access to the Elderhood Marketplace
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Ongoing feature updates and support
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Customizable options for Enterprise rollouts
YEPPA Business Demo
Watch a full, comprehensive demo of how YEPPA & YEPPA Business works
Explore specific YEPPA features
Elderhood Checklist
From ‘What If’ to ‘What’s Next’ — A Guided Roadmap for Planning.
A personalized, auto-generated checklist that tracks progress, links to other YEPPA tools, and shows what’s done, what’s next, and what’s missing.
Why It Matters:
Helps you identify financial product fit and gaps fast — so you can stay relevant at every stage of planning.
Schedule of Assets
Clear Asset Visibility.
Capture all your assets in one place, add key details, and share access with family or advisors.
Why It Matters:
Gain instant visibility into your client’s holdings — so you can identify product gaps, reduce fact-finding time, and deliver more targeted, compelling advice.
Connections
Stay Connected and Update the People Who Matter.
List the important people in your life, assign roles within your elderhood plan, and keep your information synced across the platform.
Why It Matters:
Keeps you in the loop and creates visibility into the family network — a subtle but powerful way to extend your reach.
Letter of Wishes
Unlock the Missing Piece of Holistic Legacy Planning.
Answer simple, guided questions about your estate, care, and legacy - auto-linked to other parts of YEPPA and easy to share with professionals.
Why It Matters:
Reveal actionable insights beyond the balance sheet — Understand your clients’ personal wishes, family dynamics, and end-of-life priorities so you can align product recommendations with what truly matters.
Strengthen cross-generational loyalty — Use shared legacy plans to engage spouses, children, and key decision-makers early, expanding your influence and future-proofing client relationships.
You focus on deepening relationship with clients —
YEPPA will take care of the rest.
Or reach out to us directly at j@immortalize.io or WhatsApp us
