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“A+LIFE has provided just what I had hoped. It has expanded our offerings in an easy to implement technology. It’s a positive conversation with families and is well received. It opens opportunities. No doubt about it.”
The A+LIFE Family Pentagon defines you as the answer. To differentiate and elevate your professional advisory business, you need to be the answer that catapults high-net worth (HNW) families over their real and perceived hurdles. The A+LIFE Family Pentagon creates opportunities and increases your value while positioning you as the HNW prospect’s primary advisor.
Our robust, mobile optimized technology delivers value for advisors and families alike. Mitigate the 91% wealth transfer failure rate that confronts every family. Define, capture and perpetuate wealth, including family traditions, impactful life experiences, core values, family legacy and philanthropy directly from the palm of your hand.
Our SaaS technology can help you to implement successful family wealth transfers while providing a platform HNW clients seek. Help your HNW clients create a structure for multi-generational success and grow your business with the help of A+LIFE.