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Submitted URL: https://social.securedfuture.org/
Effective URL: https://securedfuture.org/
Submission: On September 20 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://securedfuture.org/
Submission: On September 20 via automatic, source certstream-suspicious — Scanned from DE
Form analysis 1 forms found in the DOM
Name: builder-form —
<form id="_builder-form"
style="background-color:#FFFFFF;color:#undefined;border:3px dashed #7209B7FF;border-radius:8px 8px 0 0;max-width:700px;width:100%;margin-top:;border-color:#7209B7FF;padding-top:20px;padding-bottom:0px;padding-left:40px;padding-right:40px;box-shadow:0;margin-bottom:0;"
name="builder-form" class="ghl-survey-form" data-v-8ad941fd=""><!---->
<div class="ghl-question-set" style="margin-top:2px;" data-v-8ad941fd=""><!--[-->
<div class="ghl-page-current form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">Employment Status <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="W-2 Employed_FwqhJunrX3f62SxH1oYE_0_ejchlr3mv3o" value="W-2 Employed" type="radio" data-q="employment_status" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="W-2 Employed_FwqhJunrX3f62SxH1oYE_0_ejchlr3mv3o">W-2 Employed</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Self-Employed_FwqhJunrX3f62SxH1oYE_1_ejchlr3mv3o" value="Self-Employed" type="radio" data-q="employment_status" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Self-Employed_FwqhJunrX3f62SxH1oYE_1_ejchlr3mv3o">Self-Employed</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Retired_FwqhJunrX3f62SxH1oYE_2_ejchlr3mv3o" value="Retired" type="radio" data-q="employment_status" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Retired_FwqhJunrX3f62SxH1oYE_2_ejchlr3mv3o">Retired</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Unemployed_FwqhJunrX3f62SxH1oYE_3_ejchlr3mv3o" value="Unemployed" type="radio" data-q="employment_status" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Unemployed_FwqhJunrX3f62SxH1oYE_3_ejchlr3mv3o">Unemployed</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Full-time Investor_FwqhJunrX3f62SxH1oYE_4_ejchlr3mv3o" value="Full-time Investor" type="radio" data-q="employment_status" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Full-time Investor_FwqhJunrX3f62SxH1oYE_4_ejchlr3mv3o">Full-time Investor</label></div>
</div><!--]--><!----><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">What Are Your Financial Goals? <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Safe Compounding Annual Growth_wFJPiosU4oQ4hVX7mb8a_0_ejchlr3mv3o" value="Safe Compounding Annual Growth" name="Safe Compounding Annual Growth" type="checkbox" data-q="what_are_your_financial_goals?"
data-required="true"><label style="margin-left:10px;" for="Safe Compounding Annual Growth_wFJPiosU4oQ4hVX7mb8a_0_ejchlr3mv3o">Safe Compounding Annual Growth</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Protection From Market Volatility_wFJPiosU4oQ4hVX7mb8a_1_ejchlr3mv3o" value="Protection From Market Volatility" name="Protection From Market Volatility" type="checkbox"
data-q="what_are_your_financial_goals?" data-required="true"><label style="margin-left:10px;" for="Protection From Market Volatility_wFJPiosU4oQ4hVX7mb8a_1_ejchlr3mv3o">Protection From Market Volatility</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Access To My Money Without Taxes/Penalties_wFJPiosU4oQ4hVX7mb8a_2_ejchlr3mv3o" value="Access To My Money Without Taxes/Penalties" name="Access To My Money Without Taxes/Penalties" type="checkbox"
data-q="what_are_your_financial_goals?" data-required="true"><label style="margin-left:10px;" for="Access To My Money Without Taxes/Penalties_wFJPiosU4oQ4hVX7mb8a_2_ejchlr3mv3o">Access To My Money Without Taxes/Penalties</label>
</div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Tax-Advantages On My Wealth Accumulation_wFJPiosU4oQ4hVX7mb8a_3_ejchlr3mv3o" value="Tax-Advantages On My Wealth Accumulation" name="Tax-Advantages On My Wealth Accumulation" type="checkbox"
data-q="what_are_your_financial_goals?" data-required="true"><label style="margin-left:10px;" for="Tax-Advantages On My Wealth Accumulation_wFJPiosU4oQ4hVX7mb8a_3_ejchlr3mv3o">Tax-Advantages On My Wealth Accumulation</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Leverage My Cash Account As My Own Bank_wFJPiosU4oQ4hVX7mb8a_4_ejchlr3mv3o" value="Leverage My Cash Account As My Own Bank" name="Leverage My Cash Account As My Own Bank" type="checkbox"
data-q="what_are_your_financial_goals?" data-required="true"><label style="margin-left:10px;" for="Leverage My Cash Account As My Own Bank_wFJPiosU4oQ4hVX7mb8a_4_ejchlr3mv3o">Leverage My Cash Account As My Own Bank</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Use My Account To Make Other Investments or Fund Large Purchases_wFJPiosU4oQ4hVX7mb8a_5_ejchlr3mv3o" value="Use My Account To Make Other Investments or Fund Large Purchases"
name="Use My Account To Make Other Investments or Fund Large Purchases" type="checkbox" data-q="what_are_your_financial_goals?" data-required="true"><label style="margin-left:10px;"
for="Use My Account To Make Other Investments or Fund Large Purchases_wFJPiosU4oQ4hVX7mb8a_5_ejchlr3mv3o">Use My Account To Make Other Investments or Fund Large Purchases</label></div>
</div><!--]--><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">Current Age (Range) <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Over 65_xoPcTtluh2WKEFWtcSII_0_ejchlr3mv3o" value="Over 65" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Over 65_xoPcTtluh2WKEFWtcSII_0_ejchlr3mv3o">Over 65</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="61 - 65_xoPcTtluh2WKEFWtcSII_1_ejchlr3mv3o" value="61 - 65" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="61 - 65_xoPcTtluh2WKEFWtcSII_1_ejchlr3mv3o">61 - 65</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="56 - 60_xoPcTtluh2WKEFWtcSII_2_ejchlr3mv3o" value="56 - 60" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="56 - 60_xoPcTtluh2WKEFWtcSII_2_ejchlr3mv3o">56 - 60</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="46 - 55_xoPcTtluh2WKEFWtcSII_3_ejchlr3mv3o" value="46 - 55" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="46 - 55_xoPcTtluh2WKEFWtcSII_3_ejchlr3mv3o">46 - 55</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="36 - 45_xoPcTtluh2WKEFWtcSII_4_ejchlr3mv3o" value="36 - 45" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="36 - 45_xoPcTtluh2WKEFWtcSII_4_ejchlr3mv3o">36 - 45</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Under 35_xoPcTtluh2WKEFWtcSII_5_ejchlr3mv3o" value="Under 35" type="radio" data-q="current_age_(range)" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="Under 35_xoPcTtluh2WKEFWtcSII_5_ejchlr3mv3o">Under 35</label></div>
</div><!--]--><!----><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">At What Age Are You Planning On Retiring? <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="55 to 59_FZlPsiynaBc3XciDsujD_0_ejchlr3mv3o" value="55 to 59" type="radio" data-q="at_what_age_are_you_planning_on_retiring?" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="55 to 59_FZlPsiynaBc3XciDsujD_0_ejchlr3mv3o">55 to 59</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="60 to 64_FZlPsiynaBc3XciDsujD_1_ejchlr3mv3o" value="60 to 64" type="radio" data-q="at_what_age_are_you_planning_on_retiring?" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="60 to 64_FZlPsiynaBc3XciDsujD_1_ejchlr3mv3o">60 to 64</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="65 to 69_FZlPsiynaBc3XciDsujD_2_ejchlr3mv3o" value="65 to 69" type="radio" data-q="at_what_age_are_you_planning_on_retiring?" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="65 to 69_FZlPsiynaBc3XciDsujD_2_ejchlr3mv3o">65 to 69</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="70+_FZlPsiynaBc3XciDsujD_3_ejchlr3mv3o" value="70+" type="radio" data-q="at_what_age_are_you_planning_on_retiring?" data-required="true"><label
style="margin-left:10px;margin-bottom:0;" for="70+_FZlPsiynaBc3XciDsujD_3_ejchlr3mv3o">70+</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="I'm not sure yet..._FZlPsiynaBc3XciDsujD_4_ejchlr3mv3o" value="I'm not sure yet..." type="radio" data-q="at_what_age_are_you_planning_on_retiring?"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="I'm not sure yet..._FZlPsiynaBc3XciDsujD_4_ejchlr3mv3o">I'm not sure yet...</label></div>
</div><!--]--><!----><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">What Are Your Biggest Financial Concerns? <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks)_GEBZtUk1B2t30d3rkpyE_0_ejchlr3mv3o" value="Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks)"
name="Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks)" type="checkbox" data-q="what_are_your_biggest_financial_concerns?" data-required="true"><label style="margin-left:10px;"
for="Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks)_GEBZtUk1B2t30d3rkpyE_0_ejchlr3mv3o">Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks)</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Taxes Eating Into My Wealth_GEBZtUk1B2t30d3rkpyE_1_ejchlr3mv3o" value="Taxes Eating Into My Wealth" name="Taxes Eating Into My Wealth" type="checkbox" data-q="what_are_your_biggest_financial_concerns?"
data-required="true"><label style="margin-left:10px;" for="Taxes Eating Into My Wealth_GEBZtUk1B2t30d3rkpyE_1_ejchlr3mv3o">Taxes Eating Into My Wealth</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Not Having Enough To Retire The Way I Want_GEBZtUk1B2t30d3rkpyE_2_ejchlr3mv3o" value="Not Having Enough To Retire The Way I Want" name="Not Having Enough To Retire The Way I Want" type="checkbox"
data-q="what_are_your_biggest_financial_concerns?" data-required="true"><label style="margin-left:10px;" for="Not Having Enough To Retire The Way I Want_GEBZtUk1B2t30d3rkpyE_2_ejchlr3mv3o">Not Having Enough To Retire The Way I
Want</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Health Care Expenses_GEBZtUk1B2t30d3rkpyE_3_ejchlr3mv3o" value="Health Care Expenses" name="Health Care Expenses" type="checkbox" data-q="what_are_your_biggest_financial_concerns?"
data-required="true"><label style="margin-left:10px;" for="Health Care Expenses_GEBZtUk1B2t30d3rkpyE_3_ejchlr3mv3o">Health Care Expenses</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="College Funds For My Child_GEBZtUk1B2t30d3rkpyE_4_ejchlr3mv3o" value="College Funds For My Child" name="College Funds For My Child" type="checkbox" data-q="what_are_your_biggest_financial_concerns?"
data-required="true"><label style="margin-left:10px;" for="College Funds For My Child_GEBZtUk1B2t30d3rkpyE_4_ejchlr3mv3o">College Funds For My Child</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Not Having a Predictable Wealth Growing Strategy_GEBZtUk1B2t30d3rkpyE_5_ejchlr3mv3o" value="Not Having a Predictable Wealth Growing Strategy" name="Not Having a Predictable Wealth Growing Strategy"
type="checkbox" data-q="what_are_your_biggest_financial_concerns?" data-required="true"><label style="margin-left:10px;" for="Not Having a Predictable Wealth Growing Strategy_GEBZtUk1B2t30d3rkpyE_5_ejchlr3mv3o">Not Having a
Predictable Wealth Growing Strategy</label></div>
</div><!--]--><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
<div class="fields-container row" data-v-8ad941fd=""><!--[-->
<div style="margin-bottom:16px;" class="col-12" data-v-8ad941fd="">
<div class="f-even form-field-container" data-v-8ad941fd=""><!---->
<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">What Is Your Annual Income? (Range) <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="I have no active income currently_PZGGbRh89yb1EuJVyetK_0_ejchlr3mv3o" value="I have no active income currently" type="radio"
data-q="what_is_your_annual_income?_(range)" data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="I have no active income currently_PZGGbRh89yb1EuJVyetK_0_ejchlr3mv3o">I have no active income
currently</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Under $45,000 per year_PZGGbRh89yb1EuJVyetK_1_ejchlr3mv3o" value="Under $45,000 per year" type="radio" data-q="what_is_your_annual_income?_(range)"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="Under $45,000 per year_PZGGbRh89yb1EuJVyetK_1_ejchlr3mv3o">Under $45,000 per year</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$45,000 to $60,000 per year_PZGGbRh89yb1EuJVyetK_2_ejchlr3mv3o" value="$45,000 to $60,000 per year" type="radio" data-q="what_is_your_annual_income?_(range)"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$45,000 to $60,000 per year_PZGGbRh89yb1EuJVyetK_2_ejchlr3mv3o">$45,000 to $60,000 per year</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$60,000 to $85,000 per year_PZGGbRh89yb1EuJVyetK_3_ejchlr3mv3o" value="$60,000 to $85,000 per year" type="radio" data-q="what_is_your_annual_income?_(range)"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$60,000 to $85,000 per year_PZGGbRh89yb1EuJVyetK_3_ejchlr3mv3o">$60,000 to $85,000 per year</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$85,000 to $100,000 per year_PZGGbRh89yb1EuJVyetK_4_ejchlr3mv3o" value="$85,000 to $100,000 per year" type="radio"
data-q="what_is_your_annual_income?_(range)" data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$85,000 to $100,000 per year_PZGGbRh89yb1EuJVyetK_4_ejchlr3mv3o">$85,000 to $100,000 per year</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$100,000 to $150,000 per year_PZGGbRh89yb1EuJVyetK_5_ejchlr3mv3o" value="$100,000 to $150,000 per year" type="radio"
data-q="what_is_your_annual_income?_(range)" data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$100,000 to $150,000 per year_PZGGbRh89yb1EuJVyetK_5_ejchlr3mv3o">$100,000 to $150,000 per year</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Over $150,000 per year_PZGGbRh89yb1EuJVyetK_6_ejchlr3mv3o" value="Over $150,000 per year" type="radio" data-q="what_is_your_annual_income?_(range)"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="Over $150,000 per year_PZGGbRh89yb1EuJVyetK_6_ejchlr3mv3o">Over $150,000 per year</label></div>
</div><!--]--><!----><!----><!---->
</div><!---->
</div>
</div><!--]-->
</div>
</div>
<div class="form-builder--wrap-questions ghl-question" data-v-8ad941fd="">
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<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">Monthly Savings <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Less than $500 per month_WIBKxxRBc7woEQyT63If_0_ejchlr3mv3o" value="Less than $500 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="Less than $500 per month_WIBKxxRBc7woEQyT63If_0_ejchlr3mv3o">Less than $500 per month</label></div>
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<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$501 to $1,000 per month_WIBKxxRBc7woEQyT63If_1_ejchlr3mv3o" value="$501 to $1,000 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$501 to $1,000 per month_WIBKxxRBc7woEQyT63If_1_ejchlr3mv3o">$501 to $1,000 per month</label></div>
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<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$1,001 to $1,500 per month_WIBKxxRBc7woEQyT63If_2_ejchlr3mv3o" value="$1,001 to $1,500 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$1,001 to $1,500 per month_WIBKxxRBc7woEQyT63If_2_ejchlr3mv3o">$1,001 to $1,500 per month</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$1,501 to $2,000 per month_WIBKxxRBc7woEQyT63If_3_ejchlr3mv3o" value="$1,501 to $2,000 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$1,501 to $2,000 per month_WIBKxxRBc7woEQyT63If_3_ejchlr3mv3o">$1,501 to $2,000 per month</label></div>
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<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$2,001 to $3,000 per month_WIBKxxRBc7woEQyT63If_4_ejchlr3mv3o" value="$2,001 to $3,000 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$2,001 to $3,000 per month_WIBKxxRBc7woEQyT63If_4_ejchlr3mv3o">$2,001 to $3,000 per month</label></div>
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<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="More than $3,000 per month_WIBKxxRBc7woEQyT63If_5_ejchlr3mv3o" value="More than $3,000 per month" type="radio" data-q="monthly_savings"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="More than $3,000 per month_WIBKxxRBc7woEQyT63If_5_ejchlr3mv3o">More than $3,000 per month</label></div>
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<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">Existing Retirement Vehicles <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="401(k) or 403(b)_iIYuvw0R6cJi60w5pqDJ_0_ejchlr3mv3o" value="401(k) or 403(b)" name="401(k) or 403(b)" type="checkbox" data-q="existing_retirement_vehicles" data-required="true"><label
style="margin-left:10px;" for="401(k) or 403(b)_iIYuvw0R6cJi60w5pqDJ_0_ejchlr3mv3o">401(k) or 403(b)</label></div>
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<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Personal IRA_iIYuvw0R6cJi60w5pqDJ_1_ejchlr3mv3o" value="Personal IRA" name="Personal IRA" type="checkbox" data-q="existing_retirement_vehicles" data-required="true"><label style="margin-left:10px;"
for="Personal IRA_iIYuvw0R6cJi60w5pqDJ_1_ejchlr3mv3o">Personal IRA</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="CDs / Bonds_iIYuvw0R6cJi60w5pqDJ_2_ejchlr3mv3o" value="CDs / Bonds" name="CDs / Bonds" type="checkbox" data-q="existing_retirement_vehicles" data-required="true"><label style="margin-left:10px;"
for="CDs / Bonds_iIYuvw0R6cJi60w5pqDJ_2_ejchlr3mv3o">CDs / Bonds</label></div>
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<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Mutual Funds / ETFs_iIYuvw0R6cJi60w5pqDJ_3_ejchlr3mv3o" value="Mutual Funds / ETFs" name="Mutual Funds / ETFs" type="checkbox" data-q="existing_retirement_vehicles" data-required="true"><label
style="margin-left:10px;" for="Mutual Funds / ETFs_iIYuvw0R6cJi60w5pqDJ_3_ejchlr3mv3o">Mutual Funds / ETFs</label></div>
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<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Annuities_iIYuvw0R6cJi60w5pqDJ_4_ejchlr3mv3o" value="Annuities" name="Annuities" type="checkbox" data-q="existing_retirement_vehicles" data-required="true"><label style="margin-left:10px;"
for="Annuities_iIYuvw0R6cJi60w5pqDJ_4_ejchlr3mv3o">Annuities</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="Real Estate Investment Properties_iIYuvw0R6cJi60w5pqDJ_5_ejchlr3mv3o" value="Real Estate Investment Properties" name="Real Estate Investment Properties" type="checkbox"
data-q="existing_retirement_vehicles" data-required="true"><label style="margin-left:10px;" for="Real Estate Investment Properties_iIYuvw0R6cJi60w5pqDJ_5_ejchlr3mv3o">Real Estate Investment Properties</label></div>
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<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="High Yield Savings / Money Market Accounts_iIYuvw0R6cJi60w5pqDJ_6_ejchlr3mv3o" value="High Yield Savings / Money Market Accounts" name="High Yield Savings / Money Market Accounts" type="checkbox"
data-q="existing_retirement_vehicles" data-required="true"><label style="margin-left:10px;" for="High Yield Savings / Money Market Accounts_iIYuvw0R6cJi60w5pqDJ_6_ejchlr3mv3o">High Yield Savings / Money Market Accounts</label>
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</div>
<div style="position:relative;display:inline-block;width:100%;">
<div class="in-r-c"><input id="I'm just getting started..._iIYuvw0R6cJi60w5pqDJ_7_ejchlr3mv3o" value="I'm just getting started..." name="I'm just getting started..." type="checkbox" data-q="existing_retirement_vehicles"
data-required="true"><label style="margin-left:10px;" for="I'm just getting started..._iIYuvw0R6cJi60w5pqDJ_7_ejchlr3mv3o">I'm just getting started...</label></div>
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<div class="form-builder--item form-builder--item-input" data-v-8ad941fd=""><!----><label class="field-label">Total Saved For Retirement <span>*</span></label><!--[-->
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="Less than $100,000_L8W4WJRQT0hc8K8WhXas_0_ejchlr3mv3o" value="Less than $100,000" type="radio" data-q="total_saved_for_retirement"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="Less than $100,000_L8W4WJRQT0hc8K8WhXas_0_ejchlr3mv3o">Less than $100,000</label></div>
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<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$100,001 to $250,000_L8W4WJRQT0hc8K8WhXas_1_ejchlr3mv3o" value="$100,001 to $250,000" type="radio" data-q="total_saved_for_retirement"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$100,001 to $250,000_L8W4WJRQT0hc8K8WhXas_1_ejchlr3mv3o">$100,001 to $250,000</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$250,001 to $500,000_L8W4WJRQT0hc8K8WhXas_2_ejchlr3mv3o" value="$250,001 to $500,000" type="radio" data-q="total_saved_for_retirement"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$250,001 to $500,000_L8W4WJRQT0hc8K8WhXas_2_ejchlr3mv3o">$250,001 to $500,000</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="$500,001 to $1,000,000_L8W4WJRQT0hc8K8WhXas_3_ejchlr3mv3o" value="$500,001 to $1,000,000" type="radio" data-q="total_saved_for_retirement"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="$500,001 to $1,000,000_L8W4WJRQT0hc8K8WhXas_3_ejchlr3mv3o">$500,001 to $1,000,000</label></div>
</div>
<div style="position:relative;display:inline-block;width:100%;" class="option-radio">
<div style="display:flex;align-items:baseline;margin-bottom:5px;"><input id="More than than $1,000,000_L8W4WJRQT0hc8K8WhXas_4_ejchlr3mv3o" value="More than than $1,000,000" type="radio" data-q="total_saved_for_retirement"
data-required="true"><label style="margin-left:10px;margin-bottom:0;" for="More than than $1,000,000_L8W4WJRQT0hc8K8WhXas_4_ejchlr3mv3o">More than than $1,000,000</label></div>
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<div class="text-element"
style="color:#000000;background-color:#FFFFFF;border:0px none #FFFFFF;border-radius:0px;font-family:'Roboto';font-size:16px;font-weight:400;text-align:left;padding:0px 20px 0px 20px;box-shadow:0px 0px 0px 0px #FFFFFF;line-height:1.5;">
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<p>Submit your contact details below to be contacted by one of our wealth strategists to review your eligibility and receive your customized strategy based on your answers:</p>
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<div id="form-first_name" class="form-builder--item-input form-builder--item"><!----><label>First Name <span>*</span></label><input type="text" placeholder="First Name" name="first_name" class="form-control" id="first_name"
data-q="first_name" data-required="true"><!----><!----><!----></div>
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<div id="form-last_name" class="form-builder--item-input form-builder--item"><!----><label>Last Name <span>*</span></label><input type="text" placeholder="Last Name" name="last_name" class="form-control" id="last_name"
data-q="last_name" data-required="true"><!----><!----><!----></div>
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<div id="form-phone" class="form-builder--item-input form-builder--item"><!----><label>Phone <span>*</span></label>
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<div class="flex phone-input" style=""><input type="tel" name="phone" placeholder="Phone" autocomplete="off" class="form-control" id="phone" data-q="phone" data-required="true"><!----></div><!----><!---->
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<div class="form-builder--item field-container form-builder--item-input" data-v-8ad941fd=""><!----><label>Email <span>*</span></label>
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<div class="flex email-input"><input placeholder="Email" name="email" type="email" class="form-control" data-q="email" data-required="true"><!----></div><!----><!---->
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<div id="form-state" class="form-builder--item-input form-builder--item"><!----><label>State <span>*</span></label><input type="text" placeholder="State" name="state" class="form-control" id="state" data-q="state"
data-required="true"><!----><!----><!----></div>
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<div id="form-postal_code" class="form-builder--item-input form-builder--item"><!----><label>Postal code <span>*</span></label><input type="text" placeholder="Postal Code" name="postal_code" class="form-control" id="postal_code"
data-q="postal_code" data-required="true"><!----><!----><!----></div>
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<div class="terms-and-conditions"><input id="terms_and_conditions_ejchlr3mv3o" value="terms_and_conditions" name="terms_and_conditions" type="checkbox" data-q="terms_and_conditions" data-required="true"><span
style="font-family:Inter;margin-left:10px;" for="terms_and_conditions_ejchlr3mv3o"><span style="color: #000000;">
<p>You agree to receive automated reminders and promotional messages from Secured Future. You also agree to
our <a style="color: #7209B7FF; text-decoration: none;" target="_blank" rel="noopener noreferrer nofollow" href="https://compliance.securedfuture.org/terms-and-conditions">Terms & Conditions</a> and <a style="color: #7209B7FF; text-decoration: none;" target="_blank" rel="noopener noreferrer nofollow" class="notion-link-token notion-focusable-token notion-enable-hover" href="https://compliance.securedfuture.org/privacy-policy">Privacy Policy</a>.
This agreement isn't a condition of any purchase. Msg & data rates may apply. Reply STOP to end or HELP for help.</p>
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</form>Text Content
CALL NOW (877) 851-8555 DO YOU QUALIFY FOR THE NEW SECURED RETIREMENT OPTION? Things have changed! Discover how the FlexVault program can provide tax-advantaged annual returns of as much as 10% or more with almost no market risk. Take the survey now to see if you qualify DO YOU QUALIFY FOR THE NEW SECURED RETIREMENT OPTION? Things have changed! Discover how the FlexVault strategy can provide tax-advantaged annual returns of as much as 10% or more with almost no market risk. Take the survey now COMPARE THE FLEXVAULT WITH TRADITIONAL PROGRAMS AND DECIDE FOR YOURSELF: TRADITIONAL 401K, 403B OR IRA * You Have Hidden Fees: in fact, you have several categories of fees that are eating away at your retirement savings. * Your Money is NOT Liquid: you cannot access your money whenever you want or need to use it, without penalty charges and taxes owed. * Your Money is NOT Protected NOR Guaranteed: no matter how your portfolio is setup, your money is directly exposed to the market and you can absolutely lose a significant chunk of your savings/investments. * Deferred Taxation Could Deplete Your Savings Faster Than You Think: the Trump era Tax Cuts & Jobs Act expires at the end of 2025, and with budget deficits and federal debt at all-time highs, you can bet taxes will go up. Are you willing to gamble losing another large chunk of your nest egg to higher taxes and risk running out of money in retirement? FLEXVAULT STRATEGY * Transparent Fees: our fees are competitive, and we clearly show them where applicable so you can make informed decisions. * Your Money IS Liquid: you can easily access a certain percentage of your money each year without worrying about paying taxes or penalties if you need it. * Almost No Market Risk, 0% Floor: regardless of how the market performs, you will have the peace of mind knowing your savings will NEVER go below the guaranteed indexed protection.* * Accelerated Tax Advantaged Wealth Building: get uninterrupted, tax free compounding growth on your accounts at much higher interest rates. Money sitting in a bank or CDs is barely earning enough to keep up with inflation, not to mention of the time it takes to recover after losing money in the markets via a 401k, IRA, or Mutual Funds. WHO IS SECURED FUTURE? We put clients first... The team at Secured Future is comprised of industry veterans who dedicated to a client-first approach. DENNIS DRAKE - LACP, CBC, RFPP, CSSPS Dennis is the Founder & CEO of SMART Family Office. He and his team have been teaching business owners, executives, high net worth individuals, retirees and pre-retirees how to reduce and/or eliminate taxes in retirement, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for more than 34 years. Dennis has taught continuing education courses to Insurance Agents, Attorneys and CPA’s. He has also done numerous education seminars for the public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college. Dennis is also a Certified Tax and Business Advisor and is one of the only advisors in his region who offers a virtual family office (VFO) practice. BOBBY KELLER - CTBA Bobby Keller, an experienced airline pilot, offers a sharp perspective on business and investment consulting. His piloting career has honed his discipline, precision, and strategic planning skills, which he now leverages to help business owners and high-income earners enhance their financial strategies. Bobby quickly clarifies financial plans, identifying the best tax-saving strategies and tax-free investment opportunities. He meticulously ensures his clients’ financial paths are as smooth and efficient as his flights. Bobby is your financial sherpa, guiding you to the summit with the expertise and assurance of Tenzing Norgay guiding Edmund Hillary. With Bobby, you’re in experienced hands, never having to navigate the financial heights alone. CHRIS NISSEN - CTBA Chris Nissen is a seasoned financial advisor who started his journey in the industry at the age of 20. Specializing in helping clients navigate the complexities of financial planning, Chris's expertise lies in utilizing alternative investments to address a wide range of needs including retirement, estate planning, college funds, cash management, and legacy planning. As a Certified Tax and Business Advisor (CTBA), Chris brings a proactive and creative approach to assisting business owners in minimizing their tax burdens. His unique insights and strategies empower entrepreneurs to optimize their financial strategies, ensuring they pay less in taxes while maximizing their wealth-building opportunities. MATT NYE - CTBA Matt Nye has more than 30 years experience in the tech and finance sectors. As a Certified Tax & Business Advisor, he specializes in helping business owners, real estate investors and high income wage earners minimize their taxes and maximize their growth. Matt specializes in advanced life insurance strategies and special purpose trust vehicles that offer safety, liquidity, growth and asset protection. He is committed to delivering personalized, client-centered solutions. Whether advising on estate planning, retirement income strategies, or business succession planning, he combines deep industry knowledge with a focus on achieving clients’ unique financial goals. ACT NOW TO SECURE YOUR RETIREMENT! 468 days 0 hours 31 minutes 43 seconds Until the 2017 Tax Cuts & Jobs Act Provisions Expire! * The current top rate will go back up to 39.6% from 37% * The current 32% bracket ($182,101-$231,250) will revert to 33% * The current 24% bracket ($95,376-$182,100) will go back up to 28% * The current 22% bracket ($44,726-$95,375) will go back up to 25% * And the current 12% bracket ($11,001-$44,725) will go back up to 15% STEP 1 - 60-SECOND SURVEY Simply take our 60-second survey below and we start calculating based on your situation, your goals, and your retirement portfolio. STEP 2 - YOUR PERSONAL PLAN Together we'll assemble a plan for your goals, options, rates and more. You'll get the unbiased, honest advice you deserve for a secure future. STEP 3 - APPLY YOUR STRATEGY After selecting the right strategy for you, we help you get things set up properly, start your benefit, and apply your plan for growth and protection. FIND OUT IF YOU QUALIFY FOR THIS TRANSFORMATIVE STRATEGY BY TAKING OUR 60-SECOND SURVEY Employment Status * W-2 Employed Self-Employed Retired Unemployed Full-time Investor What Are Your Financial Goals? * Safe Compounding Annual Growth Protection From Market Volatility Access To My Money Without Taxes/Penalties Tax-Advantages On My Wealth Accumulation Leverage My Cash Account As My Own Bank Use My Account To Make Other Investments or Fund Large Purchases Current Age (Range) * Over 65 61 - 65 56 - 60 46 - 55 36 - 45 Under 35 At What Age Are You Planning On Retiring? * 55 to 59 60 to 64 65 to 69 70+ I'm not sure yet... What Are Your Biggest Financial Concerns? * Losing Money in the Markets (401k, IRA, Mutual Funds, Stocks) Taxes Eating Into My Wealth Not Having Enough To Retire The Way I Want Health Care Expenses College Funds For My Child Not Having a Predictable Wealth Growing Strategy What Is Your Annual Income? (Range) * I have no active income currently Under $45,000 per year $45,000 to $60,000 per year $60,000 to $85,000 per year $85,000 to $100,000 per year $100,000 to $150,000 per year Over $150,000 per year Monthly Savings * Less than $500 per month $501 to $1,000 per month $1,001 to $1,500 per month $1,501 to $2,000 per month $2,001 to $3,000 per month More than $3,000 per month Existing Retirement Vehicles * 401(k) or 403(b) Personal IRA CDs / Bonds Mutual Funds / ETFs Annuities Real Estate Investment Properties High Yield Savings / Money Market Accounts I'm just getting started... Total Saved For Retirement * Less than $100,000 $100,001 to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 More than than $1,000,000 Submit your contact details below to be contacted by one of our wealth strategists to review your eligibility and receive your customized strategy based on your answers: First Name * Last Name * Phone * Email * State * Postal code * You agree to receive automated reminders and promotional messages from Secured Future. You also agree to our Terms & Conditions and Privacy Policy. This agreement isn't a condition of any purchase. Msg & data rates may apply. Reply STOP to end or HELP for help. NEXT Basic Concepts the FlexVault Strategy Builds Upon Basic Concepts the FlexVault Strategy Builds Upon GUARANTEED WHOLE LIFE INSURANCE Stability & Guaranteed Growth Guaranteed whole life insurance, also referred to as a cash value life insurance policy, or high early cash value life insurance, is an optimal vessel for wealth building because it combines financial security with a wealth-building opportunity. Its built-in cash value growth is both predictable and tax-advantaged, offering a reliable foundation for borrowing and reinvesting. Unlike other financial instruments, it ensures a consistent accumulation of wealth that's not directly tied to market volatilities, providing a stable platform from which individuals can finance their endeavors without relinquishing control or security over their assets. INDEXED UNIVERSAL LIFE INSURANCE (IUL) Flexibility + Potential for Higher Returns An Indexed Universal Life (IUL) policy offers the potential for higher returns linked to market indexes, without direct market risk, allowing for possibly greater cash value growth. Indexed Universal Life Insurance also offers flexibility in premium payments and death benefits. However, the cost of an IUL insurance policy can rise, and the interest crediting methods can be complex and subject to caps and floors, which might limit growth potential. The reliance on market performance introduces unpredictability, contrasting with the guaranteed growth of whole life policies, making IULs more complex and potentially more volatile. WHO IS SECURED FUTURE? We put clients first... DENNIS DRAKE - LACP, CBC, RFPP, CSSPS Dennis is the Founder & CEO of SMART Family Office. He and his team have been teaching business owners, executives, high net worth individuals, retirees and pre-retirees how to reduce and/or eliminate taxes in retirement, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for more than 34 years. Dennis has taught continuing education courses to Insurance Agents, Attorneys and CPA’s. He has also done numerous education seminars for the public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college. Dennis is also a Certified Tax and Business Advisor and is one of the only advisors in his region who offers a virtual family office (VFO) practice. BOBBY KELLER - CTBA Bobby Keller, an experienced airline pilot, offers a sharp perspective on business and investment consulting. His piloting career has honed his discipline, precision, and strategic planning skills, which he now leverages to help business owners and high-income earners enhance their financial strategies. Bobby quickly clarifies financial plans, identifying the best tax-saving strategies and tax-free investment opportunities. He meticulously ensures his clients’ financial paths are as smooth and efficient as his flights. Bobby is your financial sherpa, guiding you to the summit with the expertise and assurance of Tenzing Norgay guiding Edmund Hillary. With Bobby, you’re in experienced hands, never having to navigate the financial heights alone. CHRIS NISSEN - CTBA Chris Nissen is a seasoned financial advisor who started his journey in the industry at the age of 20. Specializing in helping clients navigate the complexities of financial planning, Chris's expertise lies in utilizing alternative investments to address a wide range of needs including retirement, estate planning, college funds, cash management, and legacy planning. As a Certified Tax and Business Advisor (CTBA), Chris brings a proactive and creative approach to assisting business owners in minimizing their tax burdens. His unique insights and strategies empower entrepreneurs to optimize their financial strategies, ensuring they pay less in taxes while maximizing their wealth-building opportunities. MATT NYE - CTBA Matt Nye has more than 30 years experience in the tech and finance sectors. As a Certified Tax & Business Advisor, he specializes in helping business owners, real estate investors and high income wage earners minimize their taxes and maximize their growth. Matt specializes in advanced life insurance strategies and special purpose trust vehicles that offer safety, liquidity, growth and asset protection. He is committed to delivering personalized, client-centered solutions. Whether advising on estate planning, retirement income strategies, or business succession planning, he combines deep industry knowledge with a focus on achieving clients’ unique financial goals. Frequently Asked Questions Frequently Asked Questions HOW DO YOU GET THESE RETURNS? The FlexVault program "stacks" several advanced strategies to generate returns beyond those typically seen in normal whole life or indexed universal life policies. This stacking allows growth to occur both inside and outside the policy. HOW IS THE PREMIUM CALCULATED? The cost of life insurance is influenced by factors like the chosen death benefit and your life expectancy. Critical elements such as age, gender, tobacco usage, and overall health play a role in determining the premium. With Secured Future, you'll find a range of products and premium options, giving you the freedom to select a payment amount that aligns with your financial situation and coverage needs. IS A MEDICAL EXAM REQUIRED? Acquiring a policy is a streamlined process, typically completed within a month. The first step is connecting with an agent who will guide you through the application. Depending on your situation, a medical examination may be required. Once all necessary information is gathered, your application undergoes evaluation. Upon approval, your personalized insurance policy is issued and delivered to you. HOW IS MY MONEY "LIQUID" IF IT'S IN ONE OF THESE POLICIES? The FlexVault strategy leverages a guaranteed whole life policy or an indexed universal life policy as its foundation. Both vehicles allow you to use the policy as collateral for loans, so you can access your funds in an emergency or to take advantage of other opportunities. With the FlexVault strategy you can borrow up to 80% of your policy's cash value. Borrowing against the policy can affect its growth, so we highly recommend you consult with one of our Wealth Strategists before doing so. WHAT IS A "TIER 1" ASSET? Tier 1 assets are characterized by stability, liquidity, quality, and core capital. Guaranteed Whole Life insurance is a permanent life insurance policy that lasts for the policyholder's entire life. It includes a cash value component that is a financial asset that lasts the policyholder's entire life. Indexed Universal Life (IUL) is a combination of life insurance, cash value accumulation, and flexible premiums. Both are considered a Tier 1 assets because of their stability, liquidity, and the potential for the cash value to grow over time. Banks are highly prone to lend against Tier 1 assets because they are considered to be so safe. In fact, Bank Owned Life Insurance, or "BOLI," is often one of the largest assets on the big banks' balance sheets! Secured Future 575 S Wickham Rd, Ste F, PMB 221 Melbourne, FL 32904 Toll Free: (877) 851-8555 FlexVault is a strategy designed to fully utilize insurance policies' unique characteristics. Insurance services are offered through partners and affiliates of Secured Future, some of whom are licensed insurance brokers. Certain eligibility restrictions may apply. In connection with the strategies you may discuss with your Secured Future representative, we may incorporate the services of other affiliated service providers. The compensation earned by these entities presents a conflict of interest for Secured Future because Secured Future is incentivized to use or recommend that you use these affiliated service providers. The statements contained herein are aspirational in nature and for illustrative purposes only. The suitability of all Secured Future strategies and their potential results will depend on the facts and circumstances of the individual policyholder and future economic conditions that are impossible to know in advance. There are risks associated with asset-backed lending strategies that you should consider and discuss with your Secured Future representative and other financial professionals, including, but not limited to, policy performance, interest rate risk, and additional loan renewal requirements. Any guarantees and benefits of an insurance policy are subject to the claims-paying ability and financial strength of the issuing insurance company. No other guarantees by any other party should be assumed or implied. Coverage may expire when either no premiums are paid following the initial premium or subsequent premiums are insufficient to continue coverage. Distributions from loans and withdrawals will reduce a policy’s cash surrender value and death benefit and may affect policy coverage and performance. In addition, if the policyholder fails to repay any insurance-backed loan pursuant to its terms, the loan could default, the insurance contract could lapse, and the policy's value could be forfeited. Certain strategies seek to provide access to potentially tax-free withdrawals because loans are generally not considered income; however, you should consult with your tax advisor regarding the specific tax implications of any strategy. Tax implications are possible if a life insurance policy is sold or surrendered. Not all solutions suggested b ySecured Future are available in all states or jurisdictions. Please consult with your Secured Future representative and insurance agent for specific information about your needs. © 2024 Secured Future • All Rights Reserved • Privacy Policy • Terms & Conditions