The Vault Concept

Life Insurance is...
            a Creditor Protected Cash Alternative

Do you have $200K or more sitting in the bank, Money Market or CD earning “nothing”?

Would you move it to a cash value life insurance policy if you could get all your money back
   • at any time?
   • for any reason?
   • within 7 business days?

The Vault Strategy provides...
  
• A powerful alternative to your cash position
   • 100% liquidity Day One
   • Life Insurance Death Benefit for your family
   • Asset & Creditor Protection by State Law
         (Trust Ownership may be required in some states)   

Where would you rather have your cash?

* Reallocating your Unprotected Cash into the Vault Strategy can protect it from: 
   • Lawsuits
   • Creditors
   • Bank Instability
   • Bankruptcy in some cases  (after 4 years, depending on state law)

 

**To find out more information please contact Tom Glissmeyer at 602-808-5580 or email: tom@habitsofwealth.com
 
 
The Vault Strategy involves a variable universal life insurance policy. Investors should consider the investment objectives, risks, charges, and expenses of the variable universal life policy carefully before investing. An investment in a variable universal life policy involves investment risk, including possible loss of principal. The prospectus contains this and other information about the variable universal life policy, and it should be read carefully before investing or sending money.

CIRCULAR 230 NOTICE:  To comply with U.S. Treasury Department and IRS regulations, we are required to advise you that, unless expressly stated otherwise, any U.S. federal tax advice contained in this is not intended or written to be used, and cannot be used, by any  person for the purpose of (1) avoiding penalties under the U.S.Internal Revenue Code or (2) promoting, marketing, or recommending to another party any transaction or matter addressed in this e-mail or attachment. 1.Listing in this publication is not a guarantee of future performance or success. Consult with your tax advisor or attorney for your specific situation.
*This is a hypothetical example and does not represent the actual performance of any particular investment..  Consult with your tax advisor or attorney for your specific situation.

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