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Policy Review

1What Would You Say About Us?
2Taught And Learned
3Questions For Us?
  • 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.
  • 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
  • - You, Your Business, Create Your Own Bank
  • - The Source and Creator of All Property Value
  • - Translates Into Serving More and Increased Production
  • - Economic Possibility That Comes With Certainty
  • - Economic Potential, Eroding Factors, Holding on to More Money
  • - What is Possible for You.
  • - Leverage and Understand the Difference
  • - Banking with Whole Life Insurance
  • - The Coordination and Integration of Money Decisions
  • - The Multiplier Effect and Getting More Uses From Every Dollar
  • - We Pay Cash, Bank Loans, Create Your Own Bank
  • - Spend Your Death Benefit While You Are Alive
  • - The Most Efficient Way For You to Do This
  • - Tax Deferred Growth, Tax Free Borrowing / Withdrawls
  • - What is the TRUE Difference
  • What Would Your Net Worth Grow to Over the Next 10-30yrs
  • 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.
  • 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.
  • Is there anything we could have done to make your Vault AIS™ experience better or more enjoyable?

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