(435) 656-3882 info@vaultais.com

How do I pay back a Policy loan?

Paying back a policy loan is done at your discretion and time-line.  Whether you pay it back in full, want to make sporadic payments when you have extra money, or want to set up an amortization schedule – it is what works best for you and your cash flow. When...

How do I take a personal loan from my Vault?

Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...

How do I take a business loan from my Vault?

Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...

How often should I review my life insurance needs?

How often should I review my life insurance needs or wants? We suggest at a minimum on an annual basis. The annual review document and the assessment are for you to assess what’s gone on over the last year. Maybe there’s been a job promotion, maybe...