The intersection of health, wealth, and longevity is becoming increasingly significant, prompting financial institutions to develop integrated solutions that support individuals’ long-term financial and physical well-being (Deloitte, The convergence of health, wealth, and longevity services. https://www.deloitte.com/global/en/Industries/life-sciences-health-care/research/convergence-of-health-wealth-and-longevity-services.html , 2024). This demographic shift leads to a reevaluation of financial strategies as traditional reliance on social security and pension funds becomes insufficient for many retirees, leading to a heightened focus on sustainable financial planning and wealth management (Winston, The longevity economy: Reshaping financial services for an aging population. Forbes. https://www.forbes.com/councils/forbesfinancecouncil/2024/08/09/the-longevity-economy-reshaping-financial-services-for-an-aging-population/ , 2024).