AI Automation Built for Life Insurance and Estate Planning
We're building a comprehensive AI tool suite that transforms advisor productivity—starting with Insurance Planner AI for instant life insurance policy reviews.
AI Tools for Financial Advisors
Insurance Planner AI
Live • Production ReadyAI-Powered Life Insurance Policy Review Engine
Upload in-force illustration and provide an email—PDF policy review report delivered to your inbox in minutes.
Insurance Planner AI Professional
Enterprise PlatformEnterprise Policy Review Platform
Analyze life insurance policy illustrations in minutes. Three analysis types—PolicyReview for diagnostics, PolicyMatch for goal alignment, PolicyCompare for side-by-side comparisons. Every analysis includes an interactive dashboard for presentations and a client-ready PDF report.
Estate Align AI
Enterprise PlatformAI-Powered Estate Planning Engagement Platform
Analyze estate documents in minutes, prep before the meeting, then switch to guided presentation mode that walks you and your client through what matters most—document alignment, strengths, opportunities, and next steps.
Life Compass AI
In Development • Planned 2026AI-Powered Life Transition Intelligence
AI tools designed to help advisors navigate major life transitions — estate events, caregiving, divorce, and retirement — with structured insight and guided conversations.
Built for RIAs, advisory firms, and planning organizations seeking consistency, scale, and defensible planning workflows.
About Financial Planner AI
Building the next generation of AI tools for modern day advisors
Founded by Industry Veteran
30+ Years of Financial Innovation
Robert Chwalk, CFP®, CLU®, ChFC® brings three decades of financial planning innovation spanning client advisory, team leadership, and enterprise-scale transformation.
Our Mission
Empowering Financial Professionals
We're on a mission to automate the complex, time-consuming analysis that keeps advisors from doing what they do best—building client relationships and providing strategic guidance.
Building AI That Advisors Actually Want to Use
Technology That Works
We start with the real pain points advisors face daily—like decoding 50-page policy illustrations—and build AI tools that deliver clear answers in minutes, not hours.
"Life insurance and estate planning can be the most complex areas in financial planning. Policy reviews alone can take hours—deciphering insurance illustration jargon, organizing dozens of pages, preparing client presentations. We're using AI to compress hours of analysis into minutes of clarity, freeing advisors to focus on strategy and relationships."
Ready to See What We're Building?
Try Our Tools
Start with Insurance Planner AI
Experience how AI transforms policy analysis with our free QuickScan
Enterprise Solutions
For Financial Firms
Ready to transform life insurance policy reviews with AI?
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