Episode Details

Abacus Global Management CEO Jay Jackson joined Steve Darling from Proactive to discuss the launch of LifeARC™, the company’s proprietary AI-powered lifespan modeling platform, and how it is being integrated into its broader wealth management strategy. Jackson explained that LifeARC™ leverages more than 20 years of proprietary data collected by Abacus to create personalized lifespan projections based on an individual’s medical history, health conditions, medications, genetics, and biometrics. Unlike traditional actuarial tables or population-based estimates, the platform continuously updates as a person's health profile changes, providing a dynamic model of expected longevity. The personalized lifespan model is designed to help improve financial planning by answering critical questions around retirement income, portfolio sustainability, healthcare costs, wealth preservation, and legacy planning. According to Jackson, understanding not just how much wealth a client has, but how long that wealth may need to last, can significantly improve financial decision-making. The discussion also highlighted Abacus’s recent investment of more than $50 million in wealth management firm Manning & Napier, which manages approximately $18 billion in assets and serves more than 3,400 clients. Jackson said the investment was driven by a strategic objective to bring LifeARC™ directly into client portfolios and financial planning conversations. By partnering with an established advisory platform, Abacus believes it can accelerate adoption of its technology while providing advisors with a unique tool that differentiates their services. Jackson noted that while many firms focus on projecting investment returns, LifeARC™ adds a new dimension by helping advisors estimate how long client assets may need to support retirement and future healthcare needs. The Manning & Napier partnership represents the first step in a broader strategy to expand LifeARC™ across the wealth management industry. Jackson indicated that discussions with other advisory firms are already underway as Abacus looks to establish lifespan-based financial planning as a new standard within the sector. Management believes the combination of artificial intelligence, proprietary health data, and financial planning expertise creates a powerful competitive advantage and positions LifeARC™ as a transformative tool for retirement and wealth management planning. #proactiveinvestors #abacusglobalmanagement #nasdaq #abl #EarningsBeat #FinancialGrowth #LifeSettlements #LifeARC #ArtificialIntelligence #WealthManagement #FinancialPlanning #Fintech #RetirementPlanning #AIFinance #ManningAndNapier #WealthTech