POLIVAULT

Being prepared for the worst is important!

Ranking ways to store vital family records (part 2) 📄

Ranking ways to sort vital family information (part 1) 📄

She was so shocked from the question 😂

He was surprised by this question 😆

We interviewed the Founder of Encino Smile Makeover, Dr. Poneh Ghasri, about how her experience has been with POLIVAULT.

Encino Smile Makeover’s priority is to “deliver top quality care and creating healthy smiles with comfort and convenience to informed patients.” Operating out of Encino, California, Dr. Ghasri and her multi-specialty team offer premium general, restorative, and advanced cosmetic dentistry—including complex full-mouth rehabilitation cases—to patients throughout the greater Los Angeles area.

Poneh has been using POLIVAULT for several months and she has found it very useful and easy to use. Being able to have all of her assets, policies, and trusted advisor contacts listed in a clean dashboard has helped her stay organized and has helped her save time finding important documents. On top of that, having her family members added onto her account gives her peace of mind because she doesn’t have to worry about her family not being able to find everything if something happens to her.

He was so shocked from the question 😂

We interviewed the Founder of Furness & Associates and Advanced Practice Sales, Raymond Furness, about how his experience has been with POLIVAULT.

Furness & Associates’ objective is to “understand our clients’ financial position, goals and lifestyle” in order to “minimize your taxes but also to increase your revenues and to protect your assets.” Operating out of Los Angeles, they offer personal and corporate accounting services to premier clients globally, specializing heavily in dental and medical professionals. To seamlessly complement this, Raymond also operates Advanced Practice Sales, a brokerage firm that handles complex transitions, valuations, and sales for medical and dental practices nationwide.

Raymond has been using POLIVAULT for several months and he has found it very useful and easy to use. Being able to have all of his assets, policies, and trusted advisor contacts listed in a clean dashboard has helped him stay organized and has helped him save time finding important documents. On top of that, having his family members added onto his account gives him peace of mind because he doesn’t have to worry about his family not being able to find everything if something happens to him.

Nobody talks about this enough: your beneficiary choices can completely change where your money goes.

A beneficiary is not just a random name you added years ago. It can affect life insurance, retirement accounts, bank accounts, investment accounts, and more.

Review your beneficiaries and make sure they are up to date.

This is not legal advice, but it is something every adult should understand.

He was so shocked at the question 😂