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the SmartLock™ System
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We're helping you create immediate leverage with your money.
One-Time transfer
Transfer money once
Create a true asset that only increases in value with no repeated transactions.
A-Rated Carrier Partners
Century-proven systems
The same systems financial institutions have relied on for over a century.
Multi-Risk Protection
No unnecessary rules
No rules designed to discourage you from accessing your own money.
★ Tax Efficiency
★ Guaranteed Growth
★ Long-Term Care
★ Insurance Benefits
★ A-Rated Carriers
★ One Transfer
★ Tax Efficiency
★ Guaranteed Growth
★ Long-Term Care
★ Insurance Benefits
★ A-Rated Carriers
★ One Transfer
★ Tax Efficiency
★ Guaranteed Growth
★ Long-Term Care
★ Insurance Benefits
★ A-Rated Carriers
★ One Transfer
★ Tax Efficiency
★ Guaranteed Growth
★ Long-Term Care
★ Insurance Benefits
★ A-Rated Carriers
★ One Transfer
What You Get
A positive interest environment
interest environment
Guaranteed growth and dividend potential — working together to maximize your financial flexibility without draining your cash flow.
01
Guaranteed Growth
Receive guaranteed growth from insurance carriers that have been liquid for over a century.
02
Dividend Potential
Earn dividends in addition to guarantees that can be received as cash or used to maximize benefits.
03
Flexible Access
No unnecessary rules or restrictions designed to discourage you from withdrawing your money.
04
True Asset
A single transfer creates an asset that only increases in value, it never decreases during market downturns.
1x
One transfer. Immediate leverage.
Without immediate leverage, you can never truly stretch the value of the money you or your business earns. A SmartLock™ harnesses the stability of our A-rated carrier partners to maximize your financial flexibility — without draining your cash flow.
use cases
Compare how this can be used in multiple ways
01
Textbook Control
Control your money's interest, without a defined payment schedule, to enhance your financial flexibility.
02
Growth Screen
Maximize your short-term flexibility and long-term growth with an immediate distribution of money.
03
Flex Stream
Retire with an income stream that has no restrictions and another bucket of money for you to take advantage of.
04
Leveraged Reserve
Create a liquid and accessible safe money vehicle that earns guarantees and outperforms inflation.
How It Works
It's a simple process
From your first conversation to funded protection, here's what the path looks like. We walk you through every step so there are no surprises.
01
Consultation
We will walk you through the specifics of the SmartLock™ and help you with the initial design for your situation.
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02
Application
We'll help you submit a no-strings-attached application to start the qualification process with the carrier.
03
Underwriting
Medical and financial qualification for the plan is determined by the carrier.
04
Transfer
Once approved, funds are transferred to the SmartLock™. One move. Immediate leverage in place.
the bottom line
Use It. Don't lose it.
You work hard for your money. It's important for you to be flexible and efficient with it. Without immediate leverage, you can never truly stretch the value of the money you or your business earns. To see these use cases in practice, check out the white papers below.
textbook control white paperretirement 201 white paperWant to learn more?
The SmartLock™ consultation is free. We'll create a custom report, walk you through the numbers, show you exactly how it fits your plan, and answer any questions you may have.
Schedule a ConsultationA genuine leader is not a searcher for consensus but a molder of consensus.
— Dr. Martin Luther King Jr.
Solutions
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