OVERALL LIFE ARCHITECTURE SCORE™

75

This score reflects the strength of the client’s total financial architecture across the major planning categories.

HIGHEST PRIORITY

Legacy

Expected Improvement: +7 points

Strongest Area

Medicare

Weakest Area

Legacy

AI Executive Interpretation

BOSSMAKER has identified Legacy as the area with the greatest opportunity for improvement.

Strengthening this area is expected to improve the overall Life Architecture Score™ by approximately +7 points.