Designed for High
Net Worth Clients who:
 

• Have a cash reserve (200k+)

• Need to asset protect their cash 

• Creditors and State Specific Bankruptcy

• Are insurable

 

The Vault Strategy™ provides:

​

• 99% - 100% Liquidity ... DAY ONE

• Creditor and Bankruptcy Protection by State specific law

• Trust ownership may be required in some states

• Life Insurance Death Benefit of Approximately 10 Times Deposit (based on a healthy 45-year-old