The Private Vault


Leveraging Yourself to Become Your Own Private Bank


The Private Vault Overview

  • Long-Term Care Policies – Tax-Free Money that, if You Do Not Use It, You Can Pass it On to Your Loved Ones
  • The Unlimited Roth IRA – How a $5,500 contribution can be worth $122,359 tax-free, overnight
  • Life Insurance – How the Wealthy Use Banks to Pay for Their Life Insurance INTEREST FREE
  • No-Risk Stock Investing – How The Wealthy Remove 100% of Risk from the Stock Market…and You Can Too
  • Tax-Free Retirement Without a Roth – The secret to looking “poor on paper” when you retire. The Roth IRA alternative used by the ultra-wealthy.

Upcoming dates

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Learn the same strategies the ultra-wealthy are using from the comfort of  our own home

  • Zero cost for airline tickets
  • Zero cost for hotel reservations
  • Zero hassle
  • Live communication with your event instructors.

Plus you will receive the link to the playback of your event in case you would like to review any sections of the class

We have reduced the ticket price from $1295 to the low investment of $197

After Attending, You Will…

Know how to set up a TAX FREE retirement plan.

Know how a 1% investment can get you a Roth-like income.

Know how the Wealthy Use Banks to Pay for Their Life Insurance INTEREST FREE.

Know how our clients never lost a dime when the market crashed in 2008.

Your Featured Presenters

Toby Mathis, Esq.

Toby Mathis, Esq.

Erik Dodds

Erik Dodds

Corey Posgay

Corey Posgay

Event Pricing

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