Since the culmination financial events of 2008, we initiated continuous research to define, in detail, the concerns of the A+LIFE Family. A+LIFE families are constantly consulted and our secondary research sources include:

  • Harvard
  • Wharton Business School
  • Princeton
  • Rus Alan Prince
  • The New York Times

The above list represents a sampling of the sources relied upon in our research. The A+LIFE Family Pentagon platform and tactics were built on this very research. We discovered the primary financial concerns of an A+LIFE family are not being addressed by financial advisors. As our research uncovered the needs of these clients, we constructed a tactic or an entire section of the pentagon specifically addressing their concerns. The end result is a platform your HNW prospect is seeking and you can now offer.