A+LIFE was designed a mitigate the real and perceived concerns of the high net worth (HNW) family. Early in our research and development, we learned HNW is defined differently at various research institutes. Many define HNW as $1,000,000 of investable assets while others define it as $3,000,000 of total net worth. A few define HNW as $5,000,000 of total net worth. Our experience now shows that families with $1,000,000 of investable assets will have an interest in A+LIFE. This also why we developed three levels of A+LIFE: Basic, Advanced, and Elite. Generally, Basic will serve families up to $10-12M. Advanced will serve 10M to 25M families. Elite will serve families with a net worth over 25M to 30M. As a member, you will have access to all three levels to grow the net worth of your client base.

In addition, we researched in detail the nine personalities of the HNW. We discovered three would not be interested in A+LIFE at all. The remaining six, totaling 67% of the HNW market, are interested in a platform like A+LIFE. Finally, the largest percentage of HNW personalities are “The Family Steward” representing 34% of the HNW market. The Family Steward values the well-being and future of its family first and foremost.