be the answer.Presented by Aspida360

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Everything You Need to Win HNW Loyalty. Right from the Palm of Your Hand.

Aspida360 defines you as the answer. To differentiate your practice, you need to

be the answer that catapults your prospects over their real and perceived hurdles.

The A+LIFE Family Pentagon creates opportunity and increases your value while

positioning you as the HNW prospect's primary advisor.

A+LIFE provides the answer—by making you the answer more HNW prospects seek.

That's what A+ LIFE is all about.

“Only 25% of advisors are perceived by their affluent

clients to be providing a very comprehensive planning approach to managing their finances.”

—The Oechsli Institute, Affluent Investor Study

61% of families rate legacy development as a top financial need.

—Mindscape Study

77% of families say it is important to leave values and life lessons as inheritance.

—Morningstar

91% of all wealth transfers fail by the time the assets

reach the wealth creators’ grandchildren.—For Love and Money, Roy Williams

The A+LIFE Family Pentagon is a SaaS Technology that Makes You Stand Out in the Crowd of Professionals Who Advise the HNW Client. How? By becoming the answer that addresses their call for

complete solutions to their most pressing needs and concerns. “A+LIFE is the answer I have been searching years for. HNW families are concerned about wealth transfer failure and most believe their net worth is more than money. A+LIFE addresses both from the palm of your hand.” —Steve A.

Our team: The nexus of the Aspida360

team includes a top 1% financial advisor

and an experienced group of branding,

messaging, research, writing, IT and

marketing experts.

Introducing The A+LIFE Family Pentagon.Grow your business, provide a needed platform to your current

clients and attract more HNW prospects with tools that engage

them actively—and effortlessly—throughout the cycle.

Your advisor‑guided platform is supported by a robust

online technology. Define, capture, and perpetuate wealth,

including family traditions, impactful life experiences, core

values, family legacy, philanthropy and more!

Help your clients live the A+ LIFE:

Asset Protection

Legacy Development

Integration

Family Protection

Experiences of Value

An elegant solution that makes you the answer.

The A+LIFE Family Pentagon Will Provide You with the Following Benefits—Starting Now:

Scale your core business

Create differentiation from competitors

Build valuable multi‑generational relationships

Grow your number of referral sources

Leverage a competitive prospecting advantage

Increase residual revenues

Compliance‑friendly (if applicable)

“A+LIFE was a game changer for me. Effective marketing tools. Responsive support. It has allowed me to position my business for growth as it is a wonderful prospecting tool. I recommend it to anyone who wants to increase their number of top‑level clients while increasing residual cash flow.” —Stacey F.

The A+LIFE AssessmentOur proprietary tool helps your clients analyze

their current circumstances and provides an

annual benchmark for improvement.

Simple question and answer format is

easy to use.

Assessment results provide multiple visual and

numeric outputs that clearly identify your

client's current circumstances.

Dynamic scoring bar helps track ongoing

progress.

Assessment results are always in The MTM

Vault for easy access.

The name of The MTM Vault is a nod to our

motto, More Than Money.SM The MTM Vault

serves as your singular portal to access and

manage all facets of The A+LIFE Family Pentagon:

On‑demand training

Turn‑key guidance

Customized marketing tools

Communicate with clients and their heirs

Access your A+LIFE Support Team

Mobile optimized

Convenient, available 24/7/365

The MTM Vault

Efficiently Expand Your Business with No Disruption.

Layers on top of your existing business model.

No changes.

Training completed in two hours or less.

Train your way: on‑demand, live webinar, or both.

Log in credentials issued within minutes of sign up.

The A+LIFE solution is simple, elegant—and can provide

explosive growth for businesses, advisors and families alike.

Three Levels of Membership are Available for Clients.

Basic

12 A+LIFE tactics

4 connected family members

Unlimited connected advisor

accounts

Advisor guided membership

Suggested fee: $10,000 annually

Advanced

17 A+LIFE tactics

4 connected family members

Unlimited connected advisor

accounts

Advisor guided membership

Licensee sets client fee

Elite

22 A+LIFE tactics

4 connected family members

Unlimited connected advisor

accounts

Advisor guided membership

Licensee sets client fee

A+LIFE clients can access The MTM Vault via:

Text

Email

Mobile phone

Tablets and computers

A+LIFE can be conversational, with text to speech

and talk to text functionality.

Convenient for clients

A+LIFE will Provide the Following Value for Families Mitigate the high risk of estate plan failure.

Strengthen family governance.

Improve existing professional plans.

Expand asset protection.

Achieve added clarity to philanthropic goals.

Improve formal family meetings with more structure and meaningful content.

Incentivize specific and purposeful behaviors from benefactors.

Reduce resentment when loaning or granting money to family members.

Purposefully prepare benefactors to handle an inheritance and encourage

responsible entrepreneurship.

Increase meaningful communication with benefactors and trusted advisors.

Easily align all existing advisors.

Realize a deeper awareness of family legacy and how to perpetuate it.

Licensing fee is $495 per month and includes the following:

Comprehensive training in two hours or less

Customized marketing and prospecting tools

Step by step guidance available 24/7/365

Complete access to all three levels of A+LIFE:

Basic, Advanced, and Elite

Sign up as many families as you like, same monthly fee

Ongoing technology upgrades and support from your

A+LIFE Support Team

Licensing Fees and ROI's

Adding only one Basic family

per year earns the following

annual return on investment in

the first two years:

Year 1: 40.6% Year 2: 70.3%

©2017 Aspida360, Inc.

Get Started Now.Licensing opportunities are limited. Stop investing time and

money in programs that take several months, if not longer,

to provide positive results. Get started now!

Learn more at our website for professional advisors.

info@aspida360.com www.aspida360.com

1340 Smith Avenue Suite 200 Baltimore, MD 21209

“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.”

—Alan A.

Aspida360's mission is to create and support

an army of like‑minded Professional Advisors

to improve our world one family at a time.