Policy Review 1What Would You Say About Us?2Taught And Learned3Questions For Us? Name* First Last Email* Did We Create Value For You?*We love feedback and encourage our clients to share their experience with us here at Vault AIS. We pride ourselves in improving and refining our process, and your feedback plays a critical role. Please use the space provided to share with us the Value you feel you have received by working with us to meet your financial objectives. We have all shared with those closest to us the excitement and satisfaction that we feel we have received. Whether it be a great movie, a new restaurant, or a unique financial process such as ours, the desire to share it is natural. Please take a few moments and write down a brief testimonial about your involvement with us so we can share with others your unique experience. Vault AIS can use my review for marketing and promotion What Was Taught And Learned?Below are some of the concepts that we have discussed during our meetings together. Based upon your level of understanding, assign a point value on the scale of 1-10 below. If you would like further clarification on any of the following concepts during our upcoming discussion, please check the box under each question. You may write additional questions after this survey. 1 = I do not understand 10 = I completely understand#1 Asset - #1 Investment - #1 Strategy- You, Your Business, Create Your Own Bank 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Human Life Value- The Source and Creator of All Property Value 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Security of Maximization- Translates Into Serving More and Increased Production 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Economic Value of Certainty - Economic Possibility That Comes With Certainty 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Maximum Potential- Economic Potential, Eroding Factors, Holding on to More Money 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable 9 Characteristics of an Ideal Financial Plan- What is Possible for You. 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Transferring vs. Retaining Risk- Leverage and Understand the Difference 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable The Vault AIS Banking Formula- Banking with Whole Life Insurance 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Macro vs. Micro Economics- The Coordination and Integration of Money Decisions 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable The Velocity of Money - The Multiplier Effect and Getting More Uses From Every Dollar 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable 3 Ways We Finance- We Pay Cash, Bank Loans, Create Your Own Bank 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Live Your Life Insurance- Spend Your Death Benefit While You Are Alive 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable College Education Funding- The Most Efficient Way For You to Do This 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Tax Benefits of Whole Life- Tax Deferred Growth, Tax Free Borrowing / Withdrawls 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Average vs. Actual- What is the TRUE Difference 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Future Value Calculator What Would Your Net Worth Grow to Over the Next 10-30yrs 1 2 3 4 5 6 7 8 9 10 I would like additional information This is not applicable Additional Questions For Us?Occasionally you may have questions that may have not been addressed during our meetings together after the policy has been delivered to you. This, along with changes to life and family situations that may have occurred, can drive the direction of our discussion. Please list any questions you may have that you would like to be addressed so that we might be better prepared to answer them for you.Personal Introduction to Vault AIS™We love helping others discover their #1 Asset, #1 Investment, and #1 Strategy. Now that you are well on your way to building your 'Vault", we hope you will share this experience with someone you know who could benefit from this powerful conversation. YES, I would like to personally introduce Michael to someone. YES, I would like Vault AIS™ to send an email to someone. YES, I would like Vault AIS™ to Phone someone on my behalf. No, I have nothing to share at this time. Referral Name First Last Referral Email Referral PhoneWe are sorry to hear that.Is there anything we could have done to make your Vault AIS™ experience better or more enjoyable?How often would you like to receive email from Vault AIS™ Monthly and with essential or critical information about my account. Quarterly and with essential or critical information about my account. Annually and with essential or critical information about my account. Only send me important or critical information about my account. CAPTCHA Δ
