During any time of stress, it’s powerful, reassuring, and relieving to know where you are financially. Here’s how… We work primarily with three life insurance companies. Here are the contact webpages and phone numbers for you to use in getting your exact cash value or...
If you haven’t met with us for a while, this is a great chance to catch up on the core financial values of your Vaults. Even if you are not planning to meet personally with michael, we invite you to complete the annual review document and place it with your policies...
Term policy: Term policies have a fixed premium, you can not pay more or less than that premium. If you are in a situation where you will be late or behind on a premium payment, call our office so that we can figure out options for you. For example, if you also have...
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...
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...
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...
