Generational Vault
Here's why the generational vault is important
The Arizona Department of Insurance and Financial Institutions (DIFI) is alerting consumers about the persistent and evolving threat of scams designed to defraud individuals of their hard-earned money. Fraudsters continuously adapt their tactics, often impersonating trusted entities and exploiting new technologies to pressure or trick potential victims.
It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.
Generational Vault’s engine has three dynamic parts:
- A secure portal for sharing and storing important documents
- Third-party daily investment and banking data
- Snapshots of financial assets and expenses, monthly newsletters, market commentaries and meeting alerts
Generational Vault never sleeps; it’s your 24-7-365 team of specialists working around the clock to protect your accounts!
Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.