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When I think about true financial freedom, I don’t just think about today, I think about tomorrow, and the generations that come after us. 

One of the most profound lessons I’ve learned, and what we teach in What Would the Rockefellers Do?, is this: 

Wealth without structure disappears. 
Wealth with a plan lasts for generations. 

The Rockefellers didn’t just build wealth, they protected it, directed it, and ensured it served their family for hundreds of years. And that’s exactly what we help you do through Vault AIS, scaled to any income level or net worth. 

Your AIS Advantage

Every strategy we integrate is built on the AIS Triangle: 

You are your #1 Asset : Everything starts with you and your ability to produce and create. 
Your business or career is your #1 Investment : The engine of your wealth. 
Your #1 Strategy : Keep your money Guaranteed, Protected, and Liquid, so it works for you without unnecessary risk. 

When you follow this framework, you create freedom now, and certainty for your family’s future. 

Turning Your Wealth Into a Legacy

One of my favorite strategies for extending that certainty to your children and grandchildren is what I call multigenerational legacy planning. 

Here’s how it works: 

  • You (Generation 1) use a portion of your assets to purchase life insurance on your children (Generation 2). 
  • The policy grows tax advantaged cash value that you control during your lifetime. 
  • The death benefit eventually passes to your grandchildren (Generation 3), creating a legacy that lives beyond you. 
  • This structure allows you to maintain control, protect your wealth, and ensure your legacy actually takes effect. 

Why I Love This Strategy

Here’s why I implement this with families like yours: 

  • You Stay in Control : You decide how the cash value and death proceeds are used. 
  • Your Legacy Is Protected : Your wealth can be shielded from creditors of future generations (subject to state law). 
  • Your Plan Becomes Certain : By using a revocable trust that becomes irrevocable at the right time, your multigenerational plan is guaranteed to take effect. 
  • You Create Freedom for Your Family : Instead of leaving uncertainty, you leave a living, breathing financial system that supports your children and grandchildren. 

Why not? You’re going to be leaving something behind anyway, lets be intentional on how you do that. 

 

This is how you go beyond just building wealth, you become the architect of a legacy. 

And when your family knows instead of hopes that their future is secure, they live with the same freedom and confidence that you do today. 

This reality in our planning empowers us. We wake up daily with more purpose behind what we are doing on a daily basis. More purpose and more passion. If you’re like me, this is a good thing. A healthy thing. Is this your reality? Do you want it to be? 

To your family’s lasting freedom, 

Michael Isom

Founder, Vault AIS Wealth Planning