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For illustrative purposes only. All tool outputs are AI-generated estimates and do not constitute financial, legal, tax, or insurance advice. Results are not a guarantee of future performance. Licensed advisors are solely responsible for the accuracy and appropriateness of any client recommendation. Always comply with applicable state regulations and your IMO's compliance requirements.
No letters in the vault yet.
The most powerful client retention tool on the platform.
Client StrategyUse after generating a Legacy Letter, or whenever a client wants to store personal documents for future delivery.
Enter the client's name, letter title, recipient name and relationship.
Specify the delivery trigger: Upon death, at age 18, at graduation, at marriage, etc.
Enter the full letter content.
Click Store in Vault.
View all stored letters in the history panel.
A client who has stored personal letters with you will never leave. The Sacred Letter Vault creates the deepest possible advisor-client bond.
Remind clients annually that their vault letters are safely stored and ask if they want to add or update any entries.
Compliance Note
The Sacred Letter Vault stores personal documents only. It is not a legal document repository. Clients should maintain separate legal copies of all binding documents with their attorney.