Abacus Global Management, Inc.

Joint Client Solutions

Manning & Napier and Abacus will collaborate on developing lifespan-based financial planning products tailored to Manning & Napier's client demographics, combining Abacus's proprietary longevity data and actuarial capabilities (LifeARC) with Manning & Napier's wealth planning expertise and technology infrastructure. Abacus and Manning & Napier believe that life insurance, which is arguably among the most widely held yet least rigorously analyzed financial assets, represents an underutilized opportunity within the planning process. Through a new strategic alliance, Manning & Napier advisors will leverage Abacus's proprietary LifeARC platform, bringing actuarial modeling and longevity data to bear in a way that Manning & Napier believes traditional financial planning has not been able to incorporate. The framework will aim to provide a financial plan built not just around a client's wealth, but around their life, how long they are likely to live, what their health may look like, and how to structure assets to support the life they want for as long as they lead it.