MY PROPERTY VAULT™ PROVIDES PROFESSIONAL HOME INVENTORY SERVICES THAT HELP YOUR CLIENTS GET A FULL PICTURE OF THEIR PROPERTY AND ASSETSAs a skilled wealth management professional, you know that protecting your client’s assets and helping them achieve their financial goals are paramount. That’s why My Property Vault is the solution you need to accomplish these objectives. Our comprehensive home inventory provides you with a complete view of your client’s assets and valuables, enabling you to craft a more effective wealth management plan. With My Property Vault, you can identify potential risks and vulnerabilities that could threaten your client’s assets, and devise strategies to manage them. By recommending My Property Vault to your clients, you demonstrate your commitment to their financial success and establish a foundation of trust that enhances your relationships. Benefits to your Estate Planning Clients

• Comprehensive Wealth Management: A home inventory provides a comprehensive view of a client’s assets and valuables, which can help wealth managers develop a more complete wealth management plan for their clients.
• Asset Protection: A home inventory helps ensure that the client’s assets and valuables are properly protected, which can help prevent unnecessary loss and expense.
• Risk Management: By understanding the risks associated with the client’s assets and valuables, wealth managers can better manage those risks and develop appropriate risk management strategies.
• Enhanced Estate Planning: With a detailed home inventory, wealth managers can help clients develop more effective estate planning strategies, including tax planning, asset distribution, and charitable giving.
• Improved Client Relationships: Encouraging clients to have a home inventory demonstrates a proactive approach to wealth management and can help foster stronger, more trusting relationships between wealth managers and their clients.

My Property Vault Full-Service Approach Provides:

• 360-degree virtual tour of their home
• Floor plan and roof plan that provides measurements of the entire home
• Photo documentation of their most valuable items
• Valuation of their contents based on age, condition and actual cash value or replacement cash value
• Secure and updateable Inventory portfolio that can be access from any device at any time

Your Benefits Include:

• A Valuable Service for Your Clients: We provide your clients with a complete home inventory that will become invaluable to them for Insurance Claims, Estate Planning & Tax Benefits.
• A Free Ad: We put your name in front of your client for one year as their Referral Partner on their My Property Vault Dashboard.
• A $50 Incentive: You can keep the $50, split it with your clients or give it to them as a discount on the services they order.

  JOIN OUR PARTNER PROGRAM TODAY

   Or Call today to become a Referral Partner for My Property Vault 888-828-5800