Retirement accounts
Workplace plans, IRAs, and annuities explained side by side.
- 401(k) match
- Roth vs. traditional
- What an annuity is
LifeBridge works like a language app for the contracts that shape a household: life insurance, mortgages, and taxes. Short, visual, expert-reviewed lessons explain each idea in plain English. Tell the guide your goal, like buying a home, and it builds a plan across all three subjects, with the reason for each step.
Work through 33 bite-sized lessons in seven units across life insurance, mortgages, and household taxes. Earn XP and keep your streak going.
General-purpose chatbots often answer insurance questions with confident mistakes. The LifeBridge guide is built around a few rules that keep it accurate.
In this prototype the guide reads your situation with simple rules and scripted answers to show the intended behavior. What it remembers stays in this browser only, and you can clear it anytime.
The form assistant reuses what you told the guide, fills in each carrier's application, and explains every question in plain English. You check each answer and submit the form yourself.
Life insurance, mortgages, and household taxes are live on the learning path. Retirement and health come next, and the goal planner will connect them too. For example, a new job would link 401(k) choices, health plans, and group life.
Workplace plans, IRAs, and annuities explained side by side.
The coverage that protects income while you are alive.