Advisor AI Partners

LifeBridge LTC Analyzer

New features are live — real numbers, real benefit tiers, side-by-side comparison

Live Now
June 9, 2026

Bryan, Louie —

Based on our call yesterday and the spreadsheet Bryan sent over, I've updated the LifeBridge LTC Analyzer with real illustration data — your actual premiums, benefit amounts, and death benefits for every age from 55 to 70 across all three benefit tiers.

The tool now does what we talked about: it shows the "wrecking ball" self-insurance scenario side by side with the LifeBridge-protected scenario on the same chart — so clients can see exactly what they're gaining and what it costs them to get it.

Open the Analyzer →
What's New

Three major additions to the tool

Everything below is powered by Bryan's June 8 illustration data — no estimates, no placeholders.

1 LifeBridge Solution Panel New sidebar section

A new section now appears at the bottom of the left sidebar. It contains three things: a toggle to show/hide the LifeBridge overlay on the chart, a benefit tier selector, and a live summary of the key numbers for the selected age and tier.

LIFEBRIDGE SOLUTION
Overlay on Chart
Dashed lines show portfolio with LifeBridge protection
ON
Lifetime
Unlimited
7.5 Years
$1.54M pool
5 Yr+ROP
$1.03M pool
Monthly Benefit
$8,586
Max Benefit Pool
$1,545,480
Year 1 Total
$311K
5-Year Outlay
$535K
Death Benefit
$460K
Annuity Deposit
$255,000

Age-aware data: The tool automatically reads the husband and wife ages you enter and looks up Bryan's exact illustration numbers for that age band (55–70). Change the ages and every number updates instantly.

2 LifeBridge Overlay on the Chart Dashed lines added to existing chart

When the overlay is turned ON, dashed versions of each scenario line appear on the chart — showing what the portfolio looks like with LifeBridge protection vs. without it. The difference is immediate and visceral, especially on the dual-claim scenario.

No LTC Event Both Spouses LTC No LTC + LB Both Spouses + LB
$6.5M $4.5M $3.0M $2.0M Portfolio saved 65 71 77 83 91

The V8 moment: The red solid line (self-insured dual claim) craters to zero. The red dashed line (same scenario, with LifeBridge) barely moves. That gap is the sale. Clients see it in 3 seconds.

3 LifeBridge Comparison Stat Cards Second row of cards below the chart

When the overlay is ON, a second row of stat cards appears below the existing ones. Each card shows the LifeBridge-protected outcome for that scenario: portfolio value at age 90, how much was saved versus self-insuring, and the total estate value including the life insurance death benefit.

Self-Insured (existing cards)
No LTC Event
$4.96M
Baseline at age 90
Both Spouses LTC
Depleted 90
Est. care cost $4.80M
With LifeBridge 7.5 Years (new cards)
LifeBridge · 7.5 Years
No LTC Event
$2.86M
Est. portfolio at age 90 · estate w/ DB: $3.32M
LifeBridge · 7.5 Years
Both Spouses LTC
$2.86M
+$2.86M vs self-insured · estate w/ DB: $3.32M

The no-brainer moment: Both LifeBridge cards show $2.86M regardless of whether there was a claim or not. Self-insured: $4.96M (no claim) vs. $0 (both claim). With LifeBridge: $2.86M either way. The estate value barely changes. That's the stop-loss story in two numbers.

How to Use It
1 Enter the client ages — husband and wife ages (or single). The tool auto-selects the right illustration data from Bryan's spreadsheet.
2 Enter the financial picture — portfolio size, monthly income need, Social Security/pension, growth rate assumption.
3 Show the self-insurance scenarios first — toggle on "Both Spouses LTC" to show the wrecking ball. Let that land emotionally.
4 Scroll down to LifeBridge Solution — pick the tier (Lifetime / 7.5yr / 5yr+ROP), then flip the overlay ON. The dashed lines appear instantly.
5 Point to the comparison cards — the LB cards show the estate value is almost identical whether there's a claim or not. That's the close.
Data Coverage — What's Embedded
Ages Benefit Tiers Data Points Per Age
55 – 70 (joint) Lifetime · 7.5 Years · 5 Yr+ROP Premium · Death Benefit · LTC Monthly · Max Pool · ROP Amount
LTC cost assumption Annuity deposit Source
$10,000/month (market standard) $255,000 (fixed, all ages) Bryan Setzler · June 8, 2026 illustrations
What's Not In Yet — Next Iteration
  • Single life tiers (male/female separate — single female data is in the spreadsheet)
  • Year-by-year annuity + LI cash value growth curves (would make the overlay more precise)
  • "Cost of the Opportunity" screen Bryan described — foregone interest catch-up view
  • 20% drawdown bear market scenario on the portfolio
  • Dropkick / reduced-premium scenario variants

Happy to layer any of these in after you've tested this version. The goal was to get the real numbers in and the side-by-side comparison working first.

Open the live tool

advisoraipartners-hub.netlify.app/LifeBridge-LTC-Analyzer.html

David Ortiz · Advisor AI Partners
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