01. welcome

is More Than

SmartStash is an entirely different way to plan for retirement, while also anticipating the “what if” that could leave your family in financial distress. Fill out our “free demo” to see how SmartStash will make you completely rethink your savings and make you second guess that “traditional” 401k

Fill out our questionnaire! By giving us a little info, we can show you how big of an impact a SmartStash policy could make for you tomorrow! Try it FREE.

02. Benefits

SmartStash Benefits


SmartStash has guarantees your 401(k) cannot provide. When the volatile markets reduce your 401(k) account-balance, your SmartStash is safe and sound. Your SmartStash provides the only financial product that will be there exactly when you want it under any circumstances. As simple as Ink, Paper and a Promise

Tax Free

Unlike your deferred retirement account (401(k), 403(b), 457(b) IRA, TSP or pension) SmartStash is truly tax-free. When you access the funds from your cash values you will pay no taxes or penalties because it is a loan. No qualifications, credit checks, no questions asked.

Death Benefit

Unlike any other savings vehicles, SmartStash's LIRP’s provide an instant peace-of-mind for your family at any time along your journey. This is where the ROI beats any investment on the market.

No Limits!

All retirement savings vehicles have limitations. The only limits to a SmartStash LIRP are your health and the amount you can afford to contribute. LIRP’s can even be leveraged just like real estate.


Your cash values are protected from market risk by law. Any risks are absorbed by a multi-billion dollar financial institution and not from your hard-earned savings. When you borrow money against your policy, the values do not change or reduce. Your values keep growing.
03. Evolution

Track &
Save Smart!

SmartStash is connected to some of the most cutting edge financial mobile applications that will give you direct access to your values and family protections.

04. Roadmap

Implementation Sheet

At SmartStash we have one focus - creating a viable data marketplace to start returning value
to our customers in the shortest time possible.

DISCOVER: Are you utilizing the best tax reduction strategies available?
IDENTIFY: What strategy will give you the best value for your money?
VISUALIZE: Examine what your SmartStash prototype will look like. How will your prototype significantly improve your tax reduction strategy?
IMPLEMENT: Launch your new tax reduction strategy with your customized LIRP.
05. Network

Growing Global

SmartStash is your one stop access point to the biggest names in the industry, we do the hard work behind the scenes to make sure our client's (YOU!) are paired with the best financial institutions that fit their profile across the board.