My aha moment was during a review of my previous life insurance product. The disappointment I felt after discovering that the current product was not what I believed it to be and that being on the back side of 55 if I was still insurable. Thankfully I was, and was able roll into a paid up whole life product with minimal tax consequence. Now I believe we are on the right track!
January 18, 2018
We were very pleased with our experience with Michael. At this stage of our lives we were unsure where to properly invest our money in a safe place and we found him to be very knowledgeable and felt comfortable at the very start of our conversation. He did not force us in making our decision.
Ron & Karen E
The VAULT AIS team has been wonderful. Not only have they helped me establish family wealth, but referred me to other professionals for all of my personal and professional needs. Security, peace of mind, and family legacy are things they have helped me to start creating! --Rob