AI Tools Built for Life Insurance, Estate Planning, and Beyond
A portfolio of AI-powered tools that transform advisor productivity — from life insurance policy analysis to estate planning engagement and fiduciary review.
The Portfolio
Insurance Planner AI Professional
Enterprise • Contract RequiredEnterprise Policy Analysis Platform
Five AI-powered analysis tools for life insurance policy review, goal alignment, side-by-side comparison, trust-owned policy fiduciary review, and consumer-facing engagement — each with interactive dashboards and client-ready PDF reports. Multi-tenant platform with role-based access, zero-knowledge PII architecture, and firm-level personalization. Individual advisors can try a complimentary QuickScan or Full Policy Review at lifeinsuranceplanner-ai.com.
TOLIReview
Enterprise • Contract RequiredTrust-Owned Life Insurance Fiduciary Review
Upload a trust-owned life insurance illustration and answer seven intake questions — structured fiduciary review report delivered in minutes. Built for trustees, CPAs, attorneys, and the advisors who serve them. Also available as an integrated tool within Insurance Planner AI Professional for enterprise deployments.
Estate Align AI
Live • Try It FreeAI-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.
Build With Us
Purpose-built AI solutions for your workflow
Have a process that's manual, repetitive, or document-heavy? We design and build AI tools that solve it — from document analysis and structured reporting to conversational AI, client-facing applications, and workflow automation. Financial services and beyond.
Scoped engagements with defined deliverables. From proof of concept to production.
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?
See the Platform
Schedule a demo of Insurance Planner AI Professional
See how enterprise policy analysis works in practice
Enterprise Solutions
For Financial Firms
Ready to transform life insurance policy reviews with AI?
Stay Connected
Follow Our Journey
Follow Robert on LinkedIn for product updates and AI insights