Your personalized insurance & financial overview
Sarah Chen
Age 34 · Client since 2019
ActiveInsurance Coverage
Health + Life + Disability
Retirement Savings
$120,000 saved
Health Benefits Used
$620 of $2,500
Topics of Interest
Communication Preferences
Engagement Frequency
Standard$120,000
Retirement Goal
Target age: 65
$120,000
of $800,000
15% of goal · On track
Emergency Fund
6 months expenses
$9,500
of $18,000
53% funded · Needs attention
Coverage Score
94/100
Health utilization: 25%
Here's what it means for your retirement portfolio. Your current allocation in equity funds has seen a 3.2% dip this week, but remains aligned with your long-term target.
Market volatility alert delivered
Today, 9:14 AM
30 min check-in with David Kim
Mar 20, 2:00 PM
Quarterly portfolio review email
Mar 18, 11:32 AM
Benefits reminder — $1,880 remaining
Mar 15, 8:00 AM
Life insurance policy reviewed
Mar 10, 3:45 PM