We're helping you create immediate leverage with your money.
One-Time Transfer
Transfer your money ONCE and create a true asset that only increases in value.
A-Rated Carrier Partners
Your money's safety, growth, and leverage are backed by the Tier 1 capital vehicles that banks have used for centuries.
Flexible Terms
No unnecessary rules to discourage you from withdrawing your money.
Construct a positive interest environment
Guaranteed Growth
Receive guaranteed growth from insurance carriers that have been liquid for over a century.
Dividend Potential
Potential to earn dividends in addition to guarantees ... can be received as cash or used to maximize your benefits.
... that can be used in multiple ways.
Take advantage of different use cases for different situations.
Flex
Stream
Retire with an income stream that has no restrictions and another bucket of money for you to take advantage of.
Growth
Screen
Maximize your short-term flexibility and long-term growth with an immediate distribution of money.
Leveraged
Reserve
Create a liquid and accessible safe money vehicle that earns guarantees and outperforms inflation.
It's a simple process.
Consultation
We will walk you through the specifics of the SmartLock™ and help you with initial design.
Application
We'll help you submit a no-strings attached application to start the qualification process.
Underwriting
Medical and/or financial qualification for the plan is determined by the carrier.
Transfer
Once approved, funds are transferred to the SmartLock™.
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. A SmartLock™ will harness the stability of our A-rated carrier partners to maximize your financial flexibility ... without draining your cash flow.
