The world of financial advice is changing.

Clients care about longevity, purpose, and wellbeing — not just money. Discover how longevity planning can transform your advisory practice.

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In this FREE module you'll learn:

  • Why longevity planning is the ethical evolution of retirement advice.
  • How to help clients move from fear and frailty to purpose and possibility.
  • The role of ethics in guiding conversations that create deeper trust.
  • Key insights from “Flourishing in the Age of Longevity.”

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Your clients will live 30–40 years beyond traditional retirement — they need guidance on identity, purpose, and wellbeing, not just wealth. This module gives you the language, mindset, and tools to meet them there.

This FREE Mini-Course Is Perfect For

Financial advisors ready to elevate client relationships

Next-gen planners looking for new relevance

Experienced advisors exploring modern longevity frameworks

Module 1: The Ethics of Longevity Planning

The Ethics of Longevity Planning

Module 1: The Ethics of Longevity Planning

Experience a transformative shift from outdated retirement models to ethically-driven longevity planning, gaining the tools to help clients see aging as an opportunity for intentional growth, resilience, and flourishing in the age of longer lifespans. By the end of this module, you’ll confidently reframe aging for yourself and your clients, inspiring new possibilities and ethical practices at every stage.

If you are a Financial Professional, this course is for you.

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Real Advisors, Real Results

Trusted by Financial Professionals Who've Transformed Their Practices

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"This makes me more aware of my future. It is about the next 40 years not all about $."

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"Makes me want to plan for living longer better."

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"Clear curriculum, real-world case studies, and homework that matters. Graduates from InvestInU don't just learn - they implement."

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"As a career-changer, the individual course made complex concepts understandable and actionable. I now feel prepared to plan for a longer, more secure future."

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"I didn't get feedback before; I'm starting to get that from them. My own clients have friends, and they are introducing us to people".

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"My clients have never been as engaged as they are now".

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"It's a much better conversation to have, it makes me look more professional and caring to the client".

CEO & Founder

Meet Jonathan Ainsley

Jonathan Ainsley is Founder and CEO of InvestInU, a leading platform to support individuals living to their full potential.

Recognized as a thought leader in the area of “flourishing" longevity, Jonathan was the Keynote Speaker for the Florida Council on Aging’s 2024 Annual Conference. Jonathan has developed training for Financial Professionals to provide a fresh perspective on longevity planning, allowing both the professional and their clients to benefit from the inspiration and energy this fresh perspective creates. With many now living far longer than they expected, the training uniquely includes facilitating advisory workshops for the financial professionals and their clients where participants begin to reframe and redefine what it means to successfully and to think about themselves and their futures in ways they might have before, shifting mindsets from ones of fear and frailty to ones of discovering a whole new world of opportunities they never thought possible.

Jonathan started in Financial Services in London in 1986 as a Bond Broker, moved to Orlando FL in 1999 and has been a resident in Central Florida ever since. Following time at SunTrust, in 2006, he joined Schwab Institutional as a Relationship Manager developing his passion for bringing simple but powerful solutions to those in his care and in 2012 joined Merrill Lynch’s Practice Management Consulting Group. During this time, the seeds for thought leadership and providing training for Longevity Advising were sewn. In addition, Jonathan became an accredited financial services coach through Clientwise and also became a Gallup Certified StrengthsFinder Coach. 

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Begin Module 1 and see how longevity planning can reshape your practice.

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