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Step 5 – Ongoing Relationship

Generational Vault

Our company believes that technology to help you organize, manage and access your financial life is the foundation to successful retirement planning, and we use Generational Vault as well as a suite of technology accessible through Generational Vault to help deliver on our commitment.

When you partner with our company, Generational Vault provides you immediate access to your financial life, and you will instantly benefit from its power through increased communication, education and documentation available to you 24/7.

We haven’t forgotten how important it is to leave a legacy. Whether financially or through the simple gift of sharing your collection of memories, Generational Vault will house your remembrances for your loved ones when you upload pictures, videos and other important keepsakes.

By All Accounts

Helping you stay up-to-date on your assets is an essential task as a financial services professional.

Our company stays current on your assets using a reporting technology that allows us to sync your insurance and investment assets, and deliver those account balances in an easily displayed format in your Generational Vault account. This means you have the power to access your account balances online, 24/7.

Wealth Watch

Helping to alert you on gains and losses from the market can be an important role for a financial services professional.

Our company uses a revolutionary system that allows us to keep an eye on your assets by using “triggers” that will automatically notify us when your account value has gone above or below the thresholds you’ve selected. We have the capability to monitor your entire portfolio – fixed annuities, variable annuities, 401(k)s, IRAs, ETFs, stocks, bonds, REITs and more – no matter where you are, no matter where we are.

Client Communication

Knowing that you have a financial partner is probably one of the most important responsibilities for a financial services professional to deliver.

When you partner with our company, it is our goal to maintain an active relationship with you. To best accomplish this, we rely heavily on Generational Vault to help deliver important messages and announcements to you throughout the year. It should be your destination for updated documents and educational material.

Moreover, we also recognize the value of a face-to-face relationship; ask us about how you can connect with us as requested or on an annual basis through Generational Vault’s appointment request section.

5-Star Service

Our relationship will be guided by the principles that define our organization: fiduciary, transparency and technology. Throughout our work together, you can be confident knowing you have given careful consideration to your asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies.

We believe the hallmarks of our company combined with our five-step New Generation Retirement system will result in five-star service and a long-term partnership for your retirement success.