Brand guide · Personal Finance Strategy System · Version 1.0
Plan like the wealthy.
VeraLife.ai · your own AI financial plannerVersion 1.1 · November 10, 2026Built in VeraGen.ai Hub
01 · Story and mission
You'll never need a financial advisor again.
Wealthy families don't save harder. They use better strategies. They keep money working while it waits, protect what they build before they need to, borrow against their own assets instead of a bank's, and plan how it all passes on. Many of those strategies are built on insurance, used the way the wealthy use it: a place to grow, protect and borrow against money, not just a policy in a drawer. For generations they came from a team of advisers, lawyers and family offices that most people never get to meet.
VeraLife.ai is not just insurance, and not just wealth management. It is a complete AI financial management system. AI changes what is possible. It knows more about financial strategy than every financial advisor combined, it works for you rather than for a commission, and it is there whenever you have a question. VeraLife.ai is your own AI financial planner: it builds your whole strategy, explains each step in plain words, and shows the numbers behind it.
Insurance is a tool. The overall strategy is the key. The wealthy don't buy products; they follow a strategy and use products inside it. VeraLife.ai works the same way: the strategy comes first, and a policy, an account or a trust is only ever one tool in it.
Mission
Personal finance tools that use the insurance-based strategies of the wealthy to maximize wealth for normal people, not just the rich.
The name says the promise: Vera, truth, from the VeraGen.ai family, and Life, a whole financial life, planned to last. The infinity says how long: wealth that keeps working, for you and for the people who come after you.
02 · Positioning
Not just insurance. Not just wealth management. A complete AI financial management system.
Category: a complete AI financial management system. Under the logo, the descriptor reads "Personal Finance Strategy System". VeraLife.ai is the most complete personal financial planning system: budgeting and cash flow, debt, protection, growth, insurance strategies, wealth management, retirement, taxes, legacy and goals, in one plan. AI that knows more than every financial advisor combined puts the strategies designed for the wealthy, including insurance-based ones, into one plan of your own, explained and shown with the numbers.
VeraLife.ai is
A complete AI financial management system: your whole financial life, managed by an AI that works only for you.
Your own AI financial planner, there whenever you need it, with no appointments and no commissions.
One strategy for your whole financial life: income, assets, debts, protection, goals and legacy.
The strategies wealthy families use, including insurance-based ones, made available to normal people and explained before you act.
VeraLife.ai is not
Not just insurance. Not just wealth management. Both are parts of the system, alongside budgeting, cash flow, debt, protection, retirement, legacy, taxes and goals.
Insurance sales. Insurance is a tool; the overall strategy is the key. Policies, including whole life for infinite banking, are tools inside your plan, never the pitch.
A front for an advisor. There is no sales call waiting at the end.
Just financial planning, a one-off report, a budgeting app, or a "get rich" scheme.
Plan
Your AI planner maps your whole financial picture, sets the strategy, and gives you the order to act in.
Grow
Keep money compounding, including while it waits. Policies with cash value and accounts are tools the strategy picks.
Protect
Life, disability, long-term care, income and estate, gap by gap. Insurance is a tool here, chosen to fit the plan.
Legacy
Pass it on the way the wealthy do: estate, trusts, and banking on your own assets.
Inside the four pillars the system manages every part of a financial life: budgeting and cash flow, debt, emergency savings, protection, insurance-based strategies, investing and wealth management, retirement income, taxes, estate and legacy, and the goals in between.
03 · Audience
Normal people who want what the wealthy have.
The striving professional · 35–55
Good income, some savings, a 401(k), maybe a policy someone sold them. Short on time. Wants a clear strategy, not a sales call.
The business owner
Irregular income. Wants capital working, the business and family protected, and to understand infinite banking and tax-efficient strategies.
The young family · 28–40
First home, first child. Wants to start right: protection first, then growth.
The do-it-yourself planner
Tired of commissions and sales calls, already reads about money. Wants the strategies and the maths without an advisor in the middle.
04 · Voice
Smarter than every financial advisor combined, and it shows its work.
Confident, never arrogant
We say plainly that you don't need an advisor any more. We prove it by explaining, not by mocking advisors. Short sentences, active voice, no hype, no fear.
Strategy first, products second
Lead with the strategy. Mention a product (a policy, an account, a trust) only as one tool inside it. Never sound like an insurance pitch.
Clear first, then precise
Plain words, then the term: "use your policy as your own bank, what planners call infinite banking".
Shows the numbers
Every figure has its source and its assumptions. Never promise returns.
Say
Don't say
Your AI financial planner · ask VeraLife
Talk to an advisor · book a consultation
Your strategy uses whole life as one tool
Buy this policy · the best policy for you
Strategies the wealthy use, for normal people
Secrets the banks don't want you to know
Your plan · your next step
Products · solutions · offers
Grow, protect, pass on
Get rich, guaranteed, risk-free
Here's what it costs and what it builds
Act now before it's too late
Wherever you're starting from
Stop wasting money on…
Do
"Wealthy families keep cash working while it waits. Your strategy does that with a policy you can borrow against: one tool in the plan. Step 3 of 9, about 12 minutes."
Don't
"Get the whole life policy the rich use! Lock in your rate before it's too late!"
05 · Logo
The Bold Ribbon: an infinity that never stops working.
One solid ribbon crosses over itself to form the infinity: lasting wealth, compounding that doesn't stop, and a plan that carries on to the next generation. The over-under crossing gives it depth. Deep green flows into mint from left to right, so the mark always grows towards the light. The wordmark is Plus Jakarta Sans Bold with ".ai" in green, and the descriptor sits underneath it.
Primary logo · on dark (preferred)
Primary logo · on light
Stacked lockup
Lockups
With descriptor (above): the default for the site header, decks, documents and print.
Without descriptor: app bars, small spaces, and anywhere under 200 px wide.
With tagline: covers, end cards and ads. "Plan like the wealthy." sits under the lockup, never beside it.
06 · Secondary mark
The infinity alone, for icons, avatars and favicons.
Use the mark without the wordmark where space is small or the name is already on screen. Its solid weight keeps it clear down to 16 pixels.
App icon, favicon and avatar
App icon64 px32 px16 pxAvatar on light
One colour · black
One colour · white
Use one-colour versions only where colour isn't possible: engraving, embossing, single-colour print, or over photography. The crossing still reads, because it is cut into the shape rather than shaded.
07 · Logo rules
Clear space, minimum size, and what not to do.
Clear space
Keep a margin of x on every side, where x is the width of the ribbon. Nothing else enters this space: no text, edges or other logos.
xx
Minimum size
Version
Screen
Print
Lockup with descriptor
200 px wide
45 mm wide
Lockup without descriptor
120 px wide
30 mm wide
Mark alone
16 px wide
6 mm wide
Below 200 px wide, drop the descriptor. Below 120 px, use the mark alone with the name set in text beside it.
08 · Colour
Night and spruce, lit by one green that grows into mint.
Like VeraGen.ai's navy and blue, VeraLife.ai is mostly dark and calm. Green is kept for what matters: the infinity, the next step, growth. The logo gradient runs Ribbon Green to Mint on dark, and a deeper green to Signal Green on light.
Night 45%Mist 25%Spruce 15%Green 10%
Readable pairings
Text
Background
Contrast
Use
White
Night
18.8 : 1
Body and headings on dark
Mint
Night
13.4 : 1
Highlights, figures, links on dark
Spruce
Mist
14 : 1
Headings and the wordmark on light
Night
Signal Green
8.7 : 1
Buttons. Always dark text on green
Fern
White
5.4 : 1
Links and small green text on light
Sage Grey
Mist
4.7 : 1
Captions and secondary text on light
Signal Green
White
2 : 1 · fails
Never for text on white; use Fern
09 · Typography
Plus Jakarta Sans for the brand voice, DM Sans for reading.
Display · Plus Jakarta Sans ExtraBold · −3% trackingPlan like the wealthy.
Heading · Plus Jakarta Sans Bold · 24 / 30Keep your money working while it waits
Descriptor and labels · Plus Jakarta Sans SemiBold · capitals · +20% trackingPersonal Finance Strategy System
Body · DM Sans Regular · 16 / 26Wealthy families don't leave cash idle. VeraLife.ai shows where yours can earn while it waits, what each option costs, and what it builds over ten, twenty and thirty years.
Figures · DM Sans Medium · tabular numbers$412,800 · 8.4% · 2046
Both fontsOpen licence, free on Google Fonts. Fallbacks: Avenir Next / Segoe UI for Plus Jakarta Sans, Helvetica Neue / Segoe UI for DM Sans.
10 · In use
How it looks in the product and in the world.
Ask VeraLife
You'll never need a financial advisor again.
Your own AI financial planner. The strategies the wealthy use, in one plan of your own.
Net worth$412,800▲ 8.4% this year
Protection4 of 5Life · Disability · Estate · Income. Next: long-term care
Next stepKeep your emergency fund earning while it waits12 min · Strategy 3 of 9
Sample figures for illustration
Alex Rivera · Strategy Lead Plan like the wealthy.
veralife.ai
Social post
Insurance is a tool. Your strategy is the key.
VeraLife.ai builds the whole strategy, the way the wealthy plan. For normal people, not just the rich.
Alex Rivera is a fictional name used for the example.
11 · Taglines and headlines
Plan like the wealthy.
The primary tagline. Use it with the logo on the cover of anything, at the end of videos, and as the site's first line. The alternatives are for campaigns and headlines, never instead of the primary next to the logo.
Plan like the wealthy.Primary
The wealth playbook, made personal.Campaign
Strategies built for the wealthy. Working for you.Campaign
Grow it. Protect it. Keep it for life.Product pillars
Your whole financial life, in one plan.Descriptive
Headlines: the promise under the tagline
For the site's hero, ads, video openers and social posts. Pick a favourite; the rest rotate in campaigns.
You'll never need a financial advisor again.Hero
Smarter than every financial advisor combined.Attitude
Your own AI financial planner. Plan like the wealthy.Descriptive
The strategies of the rich, for normal people.Mission
Every strategy the wealthy pay advisors for. Now yours.Campaign
The knowledge of every advisor. None of the commissions.Campaign
Insurance is a tool. Your strategy is the key.Strategy
Compliance note · for Paul to decide
"Smarter than every financial advisor combined" and "never need an advisor again" work as the brand's attitude: in the story, in videos, and in how the product talks. Published ads and site copy may need wording a regulator accepts. Financial-services and insurance advertising is checked for unsupported superiority claims, promised results, anything that suggests the company is a registered investment adviser when it isn't, and insurance described as an investment. The bold lines stay the main lines. Below, each one has safer versions to use where a reviewer asks for them, plus a footer line for the site and ads.
Bold line (brand attitude)
Safer phrasings (published ads and site)
Smarter than every financial advisor combined.
Built on more financial strategy than any one advisor could learn. The strategies of thousands of planners, in one AI. AI trained on the strategies advisors use, working only for you.
You'll never need a financial advisor again.
Plan like the wealthy, without waiting for an advisor. Most of what you'd ask an advisor, answered any time. Your own AI planner, on your schedule, with no commissions.
Insurance-based strategies to maximize wealth.
Strategies that use insurance to protect and grow wealth. How the wealthy use insurance inside a financial plan.
Insurance is a tool. Your strategy is the key.
Safe as written. Keep products described as options inside a plan, never as recommendations to buy.
Footer line for the site and ads (draft): "VeraLife.ai provides financial education and planning tools. It is not a registered investment adviser, broker-dealer or insurance agency, and does not guarantee results. Consider your own circumstances, and talk to a licensed professional before buying a financial product." This is a draft for counsel to review, not legal advice.
12 · Logo files
Every version, ready to use.
All logos are vector SVG with the lettering converted to shapes, so they look the same everywhere without the fonts installed. PNGs are exported at 2000 px wide with transparent backgrounds. The files are in VeraGen Brand Studio and in GitLab (RenderedSource/brands, folder veralife/final).
File
Versions
Use it for
veralife-logo-*
dark · light · black · white
The primary logo with the descriptor: site header, documents, decks, print
veralife-logo-no-descriptor-*
dark · light · black · white
App bars, small spaces, anywhere under 200 px wide
veralife-logo-stacked-*
dark · light · black · white
Square and tall spaces: posters, social profile headers, merchandise
veralife-logo-tagline-*
dark · light · black · white
Covers, end cards and ads, with "Plan like the wealthy."
veralife-mark-*
dark · light · black · white
The infinity alone
veralife-wordmark-*
dark · light · black · white
The name alone, where the mark already appears nearby
"dark" files are for dark backgrounds (white lettering) and "light" files are for light backgrounds. The earlier concepts (the Evergreen V, the Aurora Loop and the Infinity Leaf) are retired. They are kept in GitLab for the record, not for use.