Scaling advanced markets
Scale expertise. Close more cases.
59 is the AI-powered advanced markets platform for life insurance carriers, IMOs, and distribution organizations.
Book a demoHelp producers reach higher-net-worth clients, deploy sophisticated strategies, and expand distribution.
Connect advanced markets expertise throughout the client relationship—from discovery and case design through implementation and ongoing service.
Advanced markets depend on expertise. Growth depends on its reach.
Complex cases rely on specialized knowledge. That knowledge sits with a handful of people—and every case competes for attention.
59 connects specialized knowledge with the sales cycle so your team can multiply capacity and reach.
Your experts can't be everywhere.
Producers need help, but manually supporting a complex case takes time. As distribution grows, so does the demand on your specialists. When every question reaches the same desk, the bottleneck stalls sales.
Technical knowledge must be translated.
Knowing a strategy might work is just the start. Producers need to understand—and explain—what matters, what's involved, and how it achieves client goals.
Institutional knowledge needs a home.
Research, materials, and professional experience accumulate disparately across the organization. Capturing that knowledge ensures its value is secured and multiplied.
Work each case through one place.
Reimagine client intake
Deploy Jack, your AI partner, to guide a dynamic intake directly with the client or the producer.
Jack anticipates strategic solutions based on intake responses, then asks relevant follow-up questions to dramatically accelerate discovery and analysis.
Find the right solution
Understand when a strategy fits, when it doesn't, the trade-offs involved, and the practical points of implementation and post-close service.
Jack identifies the highest-value strategic solutions by analyzing an array of variables, including a client's priorities, balance sheet, cash flow, legacy plan documents, tax returns, life insurance illustrations, and more.
Show the client what's possible
Turn complexity into a clear conversation about a purposeful solution.
Prepare client presentations and memos that explain the proposed approach in clear terms—and in a fraction of the time. White-label your deliverables to carry your organization's brand.
Equip the professionals behind the plan
Advanced planning takes a team.
Upskill your producers with 59's proprietary knowledge resources, including Prospect Curators, Proofs of Concept, Legal Briefs, and Wisdom Series for advanced markets strategies. Source references let your team examine the authority behind technical answers and carry that research into professional review. Share supporting technical explanations and implementation considerations with the client's attorney, CPA, and other centers of influence, to lift the whole team.
Keep implementation moving—and client relationships active
Track milestones and next steps.
Keep client information, documents, and case history connected as the work progresses. After the close, support annual reviews, ongoing service, and client portfolio management. Use client triage to help identify relationships and cases that need further attention.
Add your enterprise knowledge to the workflow.
Your organization has its own research, materials, and institutional knowledge. Add your library to your own secure 59 instance to capture and multiply the benefit of your knowledge-based investments. Your enterprise data and client information are not used to train AI models.
Connect to your existing tools.
59 integrates with your CRM and Microsoft suite, including Microsoft Copilot, to bring specialized advanced markets support to your existing tech environment. Manage team access through firm administrators. Protect data with encryption. Present client deliverables under your brand.
Built for life insurance carriers, IMOs, and BGAs.
Improve the information coming to your desk.
Give producers access to foundational answers and strategy education, so specialists can devote more attention to the issues that require their judgment.
Advanced markets support throughout the case.
Recognize opportunities, prepare informed questions, and develop clearer client conversations.
Extend your organization's planning capabilities across distribution.
Preserve proprietary knowledge and connect education, case support, and ongoing service in a shared platform.
Built with the field's leading experts.
Every strategy in 59 is written and maintained by our content team, and Jack's answers are reviewed against it by the people who wrote it. The library changes with the law.
Zoe Forster
Cornell · PwC digital strategist, then founded a UX agency for enterprise clients including Principal Financial Group.
Owns product and go-to-market.
John DeStefano
JD · private wealth planning, top national firm. Multi-generational estate strategy and trust management for HNW families.
Authors content and grades AI output.
Zach Saraf
Stanford · ex-Meta, ex-GoFundMe. 12 years founding software companies, including a YC-backed startup.
Builds the platform and AI infrastructure.
Jonathan Forster
Four decades in advanced markets. Former Outside Tax Counsel to Finseca; wrote the Washington Report. Leads the Northeast Private Wealth Group at a national law firm, where he drove the development of FinClar, a legacy-planning fintech.
Shapes the library and product direction.
Security · SOC 2 Type II in progress
Built to protect client information.
Fact finders hold nonpublic personal information, and we treat them that way. 59 runs a written information security program under the GLBA Safeguards Rule and is working toward a SOC 2 Type II report. Here is what that means in practice.
A written security program.
A Written Information Security Program built on the GLBA Safeguards Rule, with a named Qualified Individual accountable for it and an annual review.
SOC 2 Type II in progress.
We are working toward a SOC 2 Type II report covering the Security and Confidentiality criteria. Our written program is available under NDA while that work completes.
Encrypted twice.
TLS on every connection and AES-256 at rest. The most sensitive fact-finder fields and chat transcripts are encrypted again by the application before they are written, so the database holds only ciphertext.
Never used for training.
Our AI provider operates under a data processing agreement with zero data retention and a no-training commitment. Prompts and answers that reference client information are not kept beyond the request.
Access logged, append-only.
Every read of a fact finder or client scenario is recorded: who, what, when. The access log is append-only, so entries cannot be edited or deleted.
MFA and least privilege.
Multi-factor authentication for everyone who accesses client information. Access is role-based and scoped to your firm on every path, backed by automated tests that fail the build on a cross-tenant leak.
Invite-only, firm-administered.
No self-serve signups and no guest accounts. Your administrators manage who is on the platform, access ends when someone leaves your organization, and data that is no longer needed is disposed of on a defined schedule.
Experience advanced markets at scale.
Explore a case from dynamic intake and strategy analysis to a branded client presentation and ongoing service.