Estate Plans (Coming Soon...)
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Estimate Your Plan:
Our services are exclusively provided to the employees of our clients and partners. We reserve the right to restrict, suspend, or terminate service for any user who does not meet these eligibility requirements.
Minimum Investment $5,000
Minimum Investment $50,000
Step One
Step One
Choose Your Plan Type
Choose Your Plan Type
Minimum Investment $5,000
Minimum Investment $50,000
Details required for planning:
Age of Person Being Insured
Total Monthly Household or Business Expense
Annual Income or Business Revenue
Available Funding for Plan
Existing Life Policy Information (Company, Face Amount, Cash Value)
New Mortgage Being Considered (If applicable)
Important Notes:
Net Plan Cost is a one-time payment/allocation to receive all benefits detailed in your plan result.
Consultations are optional.
Data Needed for Suitability & Intake Questionnaires:
Gov't-State ID | Income | Expense
Existing Life Policy Information (Company, Face Amount, Cash Value)
Debt Balance and Loan Terms
Retirement (401k, IRA, Pension)
Stocks/ Equities
The content requested in our Suitability Questionnaire are regulatory requirements to ensure that we act in your best interest. Your information is secure.
Email receipts of all financial transactions are provided immediately following each successful payment.
Your information is secure.
Schedule an appointment to meet with a consultant after building a desirable plan.
If you haven't reviewed our Product Specific video, please take the time to review it before scheduling an appointment.
The cost of each consultation is $500
VBO, Inc. is not an accounting firm, a law firm, an accountant referral service, or a lawyer referral service. VBO, Inc. does not provide tax or legal advice, or tax or legal representation. Participating tax professionals and attorneys are independent contractors, and we do not influence or interfere with their independent professional judgment or advice.
Our real estate services are provided in collaboration with our partner brokers. We serve as the general agent for each transaction related to our clients.
Financial estimates do not represent guaranteed performance, and past performance does not guarantee future results. The financial projections do not incorporate the cost of life insurance.
Our services are exclusively provided to the employees of our clients and partners. We reserve the right to restrict, suspend, or terminate service for any user who does not meet these eligibility requirements.
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