“61% (of HNW Individuals) rate legacy development as their top financial advice need.” New Retirement Mindscape, 2006
A+LIFE Family Pentagon advisors will offer a platform that addresses and integrates each of the A+LIFE prospect’s primary concerns:
- Asset Protection,
- Legacy Development
- Family Protection
- Experiences of Value
The addition of the A+LIFE Family Pentagon will allow our advisors to offer a planning solution formerly not available in our industry.
A+LIFE is unique in its ability to assist clients in identifying and improving aspects of their net worth they do not currently have the ability to address. A+LIFE differentiates businesses by offering a platform to define, transfer and help protect the values of Legacy and Experience, while enhancing the more traditional aspects of financial planning.