Thank you to all law enforcement officers, teachers, and firefighters. Our communities cannot function without your service.
Plans & Income
Estimate Your Plan:
Most suitable for plans ($10,000 or less)
Most suitable for plans ($15,000 or more)
Step One
Choose Your Plan Type
Most suitable for plans ($10,000 or less)
Most suitable for plans ($15,000 or more)
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.