American Reliance Group follows a five-fold financial planning process for its clients, who often share the common goal of living independently after retirement.

1. American Reliance Group offers a
Five Fold Approach Towards
Financial Planning

2. American Reliance Group follows a five-fold financial
planning process for its clients, who often share the
common goal of living independently after retirement.

3. Customer Wishes

Describe customer needs and wishes

Explain the requirements

4. Fulfilling
Customer Needs

Describe the main attributes of the product

Link the product attributes to customer
needs

5. Cost Analysis

Indicate the financial advantages for the
customer

Compare quality and price with those of the
competition

6. Strengths and Advantages

Summarize the special features and
advantages of the product being introduced

7. Next Steps of Action

Explain the steps that now need to be taken