Annual Refresher Video

  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...

When are dividends paid out?

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...

How do I change the address on my policy?

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...

How do I change my bank information?

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...