Q: What is the A&F Professional Advisors' Network?

A: The Network is made up of professionals in the insurance, financial planning, money management, banking, accounting, finance, and law industries who want to increase the amount of estate planning revenue they generate from their client base.

Our goal is to provide each of our members with ideas and information that they can use to serve their clients' estate planning needs, and to enhance their own bottom line as well.

Q: How does The Network work?

A: Every month, you will receive an informative newsletter that discusses a topic in estate planning and how it relates to insurance, investments, accounting, and other related services. We will focus on techniques that you can use with your clients and prospective clients, and ways to increase your estate planning business.

You will also receive an invitation to attend a seminar that explores a topic in greater depth. These seminars are attended by professionals in a variety of related industries, and so they are an excellent networking opportunity!

Q: Why should I join The Network?

A: If you are interested in learning more about how to increase the amount of revenue you receive from estate planning business, join The Network! If you are interested in positioning your business to provide needed services to the most affluent clients in Silicon Valley, join The Network!

The simple fact is that we are on the brink of one of the largest transfers of wealth in American history. By some estimates, nearly $40 trillion will change hands by the middle of this century, representing the wealth of nearly 76 million baby boomers.Combine that information with the fact that nearly two-thirds of all Americans die without a proper will or trust, and you can see that there is a vast, untapped market for estate planning services here in Silicon Valley.

Q: Does it cost me anything to join The Network?

A: Absolutely NOT! In fact, the only thing you need to do is to make sure your email address is entered on our registration page.  If you received this email directly from us, you are already subscribed to The Network. If this email was forwarded to you from another professional, please make sure to enter your email address.

Q: How can other professionals in my office join The Network?

A: When you receive an email from the Network, you can forward a copy of it to a colleague by clicking "Forward to a Friend." Your associate can then add their name to the Network by entering their email address. To prevent our newsletter from being sent to unwilling recipients, we ask that you do not add your colleagues' email addresses without their prior consent.

Q: Will my email address be made public?

A: Not a chance! As a law firm, we are under the strictest obligation to protect the private information of our clients and associates. We will not sell or provide your email address to anyone outside of our firm at any time. Your email address will not even be visible to other members of the Network. You can rest assured that we take all of our privacy responsibilities seriously.

Q: Sorry, I'm not interested!

A: While we're sad that you are not joining us, we completely understand that membership in The Network isn't for everyone. To discontinue your membership, when you receive an email, please click on the link entitled "Unsubscribe." You will not receive another email from this Network.

Q: When will the first Newsletter be distributed?

A: The next issue is scheduled for release in the next few weeks. We hope that you will find these newsletters useful and informative. Please feel free to email your comments and feedback to us.