Other Ways To Connect

Monday, November 17, 2014

Private Labeling With SafelyFiled

Did you know that you can private label SafelyFiled with the Pro and Pro Lite versions at no extra cost?  Other comparable services charge a lot for that feature.


If you're a SafelyFiled Pro Lite or Pro user and you assist clients with documenting, storing, and accessing important records and documents, you can put your name in front of them every time they access their records.

Friday, November 7, 2014

Thank You Veterans!

Thank you seems like such inadequate words to express our deep-felt appreciation for our military members. Whether you're on active duty, in the reserves or guard, or a veteran, we want to thank you from the bottom of our hearts and from our wallet.

I know from personal experience the sacrifices that military members and their families make for our country's freedom. Veteran's Day is always a great reminder that we need to take the opportunity to publicly express our deeply felt gratitude to our nation's defenders.

Wednesday, November 5, 2014

Ensure Your Assets Don't Go Unclaimed

Did you know that there are over $41 Billion in unclaimed assets sitting in State and Federal coffers awaiting the rightful owners to claim them? 

Could some of those assets be yours? How can you find out and how can you make sure your money or assets don't get “lost”?

We suspect the problem will get worse in the coming years. With many of us going paperless, a crashed hard drive, lost passwords and accounts closed for inactivity could make it even harder to remember what you have. Without papers to go through, what will jog your or your family’s memory?