A Letter from our Founder

A few years ago, I looked into a life insurance policy I had purchased about 7 years prior.  I realized that it was on track to lapse ten years earlier than I expected. None of my advisors had been managing the policy, and no one communicated the risks to me. I thought about the situation I would have left my three girls and wife in, and it woke me up. Once I fixed the issue, I thought, how many other people are on an island when it comes to legacy planning?

That inspired me to start Vest. I’ve leveraged three decades as an entrepreneur, investor, and insurance-industry leader to provide long-term legacy protection and monitoring for individuals and businesses. I want people to know they don’t have to be alone in planning for their future.

– David

 

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