by Michael Isom | Dec 5, 2019 | Review, Utilization
Dividends for your Whole Life policies are paid out annually on your policy anniversary. These dividends are noted on your annual statement. We issue every policy having that dividend reinvested into your policy. How do they reinvest it? They use it to purchase...
by Michael Isom | Dec 5, 2019 | Making Changes
The easiest way to change the address on your policy is to contact Lacey at our office. Lacey will notify the life insurance company of the change and they will mail you a notification. Email: info@vaultais.com Phone: 435-656-3882 If you choose to notify the insurance...
by Michael Isom | Dec 5, 2019 | Making Changes
Although some insurance companies allow you to make this change online. We have found that it is simpler for clients to call or email our office. We will do all of the legwork for you and send you the exact forms required to make the change. Once the form is completed...
by Michael Isom | Dec 5, 2019 | Making Changes
Although some insurance companies allow you to make this change online. We have found that it is simpler for clients to call or email our office. We will do all of the legwork for you and send you the exact paperwork required to make the change. Once the form is...
by Michael Isom | Dec 5, 2019 | Making Changes
This is considered a collateral assignment. We will assist you in getting the proper forms filled out. When you have signed the forms we will make sure they get to the right department at the insurance company. Once processed, it is mailed to the bank for their...
