American Alliance for Financial Literacy (AAFL) Program

This program is only for Platinum Plus members.

You will need to enroll in the Platinum Plus program before being eligible to utilize this platform.

Click here to learn about Platinum Plus

AAFL is our turnkey program that provides all the tools and materials our AAFL Instructors need to bring meaningful adult financial education to their communities.

What is the American Alliance for Financial Literacy (AAFL) Program

The American Alliance for Financial Literacy (AAFL), an IRS Approved 501(c)(3) non-profit organization is devoted to the mission of improving the financial literacy of all Americans age 60 and over, who are concerned about their retirement savings and uncertain which steps they need to take to enjoy a safe and secure financial future. Our proprietary courses are designed to address the financial issues at the forefront of Baby-Boomers’ minds. Amongst other things, our courses teach the importance of an effective tax efficient integration of the various retirement income sources, how to leverage Social Security to minimize the erosive effects inflation and taxes have on retirement capital, the keys to avoiding the excessive surcharges found throughout the Medicare system and the common planning missteps that prevent the majority of Americans from achieving their retirement goals. These courses provide students with the fundamental knowledge they need to make smart decisions about their financial future.

Why become an instructor

AAFL is our turnkey platform that turns the Retirement Asset Optimizer (RAO) report into action. Geared toward the 21st century retirement income-focused advisor, this system provides a simple to follow, step-by-step process for hosting an AAFL event, delivering an AAFL workshop and a one-of-a-kind follow-up process.

Our certified AAFL instructors are provided:

  • An AAFL instructor specific Landing Page (see sample here: Brian Pearce)
  • An AAFL email address for communication ease
  • AAFL PowerPoint with script
  • Educational videos
  • AAFL informational material
  • A proven step-by-step tactical plan
  • Ongoing support
  • An instructor dashboard to track, in real-time, customer attendance and contact information

How does the AAFL Program work?

Step 1: Join the AAFL team with a one-time payment of $1000 used for the setup of your personalized AAFL Instructor Landing Page and AAFL personalized email. Your instructor Landing Page URL and email credentials will be mailed to you within 48-72 business hours after enrollment.
Step 2: Research colleges, universities and community centers in your geography.
Step 3: Once your AAFL email is operational on your personal device, send out request forms to the facilities of your choice to request space rental on the desired event dates using your AAFL email address.
Step 4: Once you’ve secured an event location with a date that is a minimum of 45 days in the future, you’re ready to create your event using our easy to use, one-stop, online ordering system to request the event mailer. A proof of the mailer with the geographical radius count will be emailed to you within 48 business hours for approval.

Our AAFL Cost Cap Mailer (CCM) Workshop Awareness Campaign Includes:

  1. A pricing structure that minimizes your upfront cost and overall financial risk by capping your total cost regardless of how many people attend.
  2. AAFL Workshop Awareness Mailer, your choice of either:
    • 5000 mailers
    • 7500 mailers
  3. Dedicated registration line (800#) and url
  4. Real time notice of every registration
  5. Real time confirmation email to all who register from our AAFL registrar as well as a series of reminder emails to maximize the number of people who attend
  6. Comprehensive mailing list for each Awareness campaign

Optional Extra

  1. Confirmation Calls on Event Day - $250.00 per event
  2. Append all verified email addresses to mailing list – 12 cents each

Email our AAFL team for a copy of our CCM Awareness Campaign Pricing Structure by clicking here.