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.

About Financial Planner AI

Building the next generation of AI tools for financial planning professionals.

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.

Merrill LynchUBSFidelity Investments

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."

— Robert Chwalk, Founder

Our AI Tool Suite

Building the future of financial planning automation

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Insurance Planner AI

LIVE NOW

AI-Powered Policy Reviews in Minutes

Our flagship tool transforms complex life insurance illustrations into clear, actionable insights. Free to try.

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Insurance Planner AI Professional

ENTERPRISE PREVIEW

Complete AI-powered policy review dashboard

Enterprise platform for advisory firms requiring unlimited policy reviews and professional dashboards.

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Life Compass AI

COMING 2026

AI-Powered Profiling for Estate Planning, Loss, Divorce, Caregiving & Retirement Transitions

AI tools for estate planning and retirement transitions. In development.

Ready to See What We're Building?

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Try Our Tools

Start with Insurance Planner AI

Experience how AI transforms policy analysis with our free QuickScan

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Enterprise Solutions

For Financial Firms

Ready to transform life insurance policy reviews with AI?

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Stay Connected

Follow Our Journey

Follow Robert on LinkedIn for product updates and AI insights