Elections 101 for Seniors
It can be difficult to get to the polls no matter your age, but that doesn’t mean anyone should forego their right to vote. In America, voting is a right...
Read More...
Secure, Independent, and Comprehensive Electronic Safe Deposit Box for Life’s Vital Information
Keeping our members, their loved ones, and trusted partners aware and up to date on life’s critical information is our primary focus. Our secure portal allows you to store all meaningful and vital records in one secure easy-to-use location. We utilize Amazon cloud encryption to secure and protect each password encrypted account. Your password is not known to the site. Only you, or someone you share the password with, can ever access your account.
Learn moreSnapshot of the process
Step 1
Establish an account on our encrypted and password protected Amazon Web Hosted Site. Our portal allows you to securely and independently enter all of your vital information onto one site.
Step 2
Upload your vital information such as life and health insurance Information, banking and retirement accounts and important legal and contractual documents.
Step 3
Setup to receive reminders every month. You can choose to share all your information, or parts of it, with family members and trusted partners. Review and update periodically.
Why it works
Watch the video
Featured post
September 15, 2024
August 30, 2024
College Pathway for Students with Intellectual Disabilities
When raising a child with special needs, there’s no one-size-fits-all approach to preparing for college. Everyone’s situation varies significantly depending on the intellectual or developmental disability. Many parents utilize high...
Read More...August 15, 2024
QLAC 101
If you’ve saved well for retirement, then you may find you can cover your living expenses without needing to withdraw from your retirement accounts. But if you think that by...
Read More...