Upload any policy statement or describe your coverage.
Get a complete, organized in-force summary — what you
have, what needs attention, and a plain-English overview
— in under 60 seconds.
Plan · Protect · Prosper
Who are you?
For Policyholders
I own life insurance policies
Upload your statements or describe your coverage.
Get a clear, organized summary of everything you
own — what's working, what needs a closer look, and
a plain-English overview you can actually understand.
$29
one-time · instant delivery
◆In-force
insurance schedule
◆Policy risk
assessment
◆Observations and
risk flags
◆Plain-English
client summary
For Advisors
I advise clients on insurance
Every engagement starts with knowing exactly what's
already in place. Upload any carrier statement or
enter policy data and get an organized in-force
schedule summary for any client or prospect in
under 60 seconds.
$99
per month · unlimited summaries
First report free — no credit card required
◆In-force schedule
summaries for every client
◆Any client or
prospect summarized in under 60 seconds
◆Unlimited
summaries — one flat monthly rate
◆PDF download on
every report
Built on 15+ years of institutional case expertise ·
Powered by Vested Secured Wealth
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For Policyholders
New In-Force Summary
Upload a statement, paste data, or describe your
policies · We handle the rest
Required — used to set up your advisor account.
📄
Drop your statement here
Any policy statement, insurance schedule, or
carrier document We read what we can —
you add anything missing
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Reading file...
add any notes
Original file cannot be restored. Extracted
text shown below.
For the most complete summary include the following for each policy
·Carrier name and policy/contract number
·Policy type (Term, Whole Life, UL, GUL, IUL, VUL)
·Death benefit amount
·Issue date — exact date preferred (MM/DD/YYYY)
·Premium amount and payment mode (monthly, quarterly, semi-annual, or annual)
·Owner name and beneficiary name
·Loan balance if any
·Cash value if known
·Any riders (LTC, Accelerated Death Benefit, etc.) — list one policy at a time or all together, any format works
Leave out anything you don't know · We'll note
what's missing
payment
Secure Payment
Secure Payment via Stripe · $29 one-time ·
You’ll be redirected to Stripe’s secure
checkout.
One-time summary fee$29
First report free for advisors · $29 one-time for
individuals · Results in under 60 seconds
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Building your summary...
Usually under 60 seconds
Data received
Reading policies
Assessing risks & flags
Building schedule
Writing client summary
In-Force Summary · —
VSW In-Force Intelligence
Plan · Protect · Prosper
VSW In-Force Intelligence is an organizational and
informational tool only · Not financial, legal, or
investment advice · All values should be verified
with the issuing carrier · Not a substitute for
advice from a qualified financial, tax, or estate
planning professional