1. Power to Produce an Unstoppable You<br /> <br />For over 20 years, we’ve been engaged in the study of Access to Capital - ATC for diversified small business. We invite you to attend our Community town hall forums on the topic and to meet and greet other like mined professionals for the opportunity to collaborate, connect, innovate and inspire.<br /> <br />The ATC forums cover topics that include financial loss recovery and wealth management, capital preservation, insurance, protecting and recovering retirement fund losses, 401 and IRA rollover essentials, college funding, 529’s and alternative business funding capitalization. <br />Mentor – Protégé Leadership forums include management, strategic planning, sales training, strategic positioning, immersive teaming, collaborations and alignment. Our network includes speakers, trainers , seasoned financial experts, business leaders, executives and entrepreneurs experienced in working with fixed income investments, startups to merger and acquisition. Ultimately, it all comes down to the quality of the research Strategic Life Plan - SLP<br /> <br />Careers<br />Our recruiters and HR managers continue to see out the best and brightest for a number of opportunities within our organization. We are presently accepting resumes for over 100 regional positions from Marketing Reps to Executive Town Hall Coordinators to Licensed Agents. We develop top notch professionals empowering them with tools, training, classes, workshops conferences and executive level leadership development. We teach business success strategies to move personal and business wealth. We develop ones strategic skills in financial planning, sales, media, project management, marketing, branding, alignment, social media and virtual web2.0 communications, business and personal finance.<br /> <br />We promote sound (fixed income) financial strategies focused on both short and long term strategic planning and risk coverage. We deploy proprietary investment banking solutions through a confidential network of insurance companies and investments banks with combined over $1 billion in assets. <br />Our work insures each client a profitable financial portfolio that will have enough valuation to deliver the cash they need, when they need. <br />We tailor programs around a client’s <br />1. life <br />2. work<br />3. health<br />4. risk tolerance - wealth balance and focus <br /> <br />Our strategy includes monitoring each fixed income, indexed fund growing without exposure to the stock market. The result is Massive Upside Potential with No downside Risk. In 2009, our worst indexed clients yield was 9.77% while our best performer earned 24.88%.<br />Guarantee income riders and insurance products provide safety, security give a client access to their money while still alive. <br />Private Equity Funding <br />For those seeking capital to replace savings and investment losses, our private equity underwriters are motivated to move money and to close deals. We have been very successful with early stage start ups or those looking to expand. Our underwriters are partial to new tech innovation, bio-tech, business social media and video collaboration ideas, eco-friendly green tech solution. <br />Companies with solid reoccurring accounts receivables from government contractor are strongly encouraged to apply. <br />VFOX Island Private Equity is committed to provide the best information on the safest solutions for your money. <br />To qualify for our business programs, the owners must be able to prove a minimum of (2) years in business past performance and a minimum 650 credit score. <br />Funding maximums for this program are based on the overall strength of the business with special emphasis on the receivables. <br />Proceeds are deposited into the long term fixed income asset portfolio of the customer, ideally funded by an Equity Indexed Annuity. <br />Maximum amount for this program is $3 million per business. <br />The importance of such capital liquidity is the direct impact on the balance sheet and financial statement. These are the types of assets commercial that meet underwriting guidelines for most commercial lenders.<br /> <br />Details at a Glance<br />1. The core product is a special (Equity Indexed Annuity) <br />2. $5,000 minimum lump sum for this program<br />3. 100% principal guarantee...Minimum 8% interest yield, indexed to the market up to 28%. <br />4. 1st year complimentary gift to the customer of 10% on any funds (lump sum deposited or rollover)<br />5. $5,000 minimum for the 10% gift credit<br />6. Immediate payment to your new account plus your minimum year (1) yield of 8% guarantees you a first year yield of combined 18%.<br />7. 8% minimum Guaranteed Income Earning Rider for Life, No Downside Risk, Massive Indexed Upside Gain<br />Savings and Investment Performance ImprovementPlanningCatch the Wave<br />VIDEO’s<br />Video Subject URL LinkTaxed as Earned, Tax Deferred, TAX FREE http://www.youtube.com/watch?v=GM1FNU3Wcz4 What is Indexing? http://www.youtube.com/watch?v=6QZIF0Sg38E Douglas Andrewhttp://www.youtube.com/watch?v=JSi5_qooDZw MSNBC Time to Retire – 401K?http://www.youtube.com/watch?v=2SNoZzmoMOA CNBC Newshttp://www.youtube.com/watch?v=1sskwUTj4z8Fox News Protect 401khttp://www.youtube.com/watch?v=TDxOMtErFhQCNBC Annuity Caller Question:http://www.youtube.com/watch?v=TDxOMtErFhQ<br />Disclaimer: This information from these videos is not directly related to our company, but discusses formation basic principles of indexed products and financial concepts. <br />Product for Businesses and Employees: Indexed Universal Life<br />Employees may contribute via after-tax payroll deductions towards the “Life Insurance Security Account quot;
(LISA). Employees designate a contribution amount to fund the LISA. Their election will be funded through biweekly or monthly payroll deductions with personal after-tax dollars. Taxes on their election will be withheld by the employer. The LISA is a tax-leveraged personal retirement program that combines a specially-designed universal life insurance contract to provide a solution to the challenges of developing long-term retirement income.<br />Contributions are made after-tax<br />No income limits for participation<br />No limit on contributions<br />Account grows tax-deferred<br />Distributions are tax-free<br />Upside gain potential with no downside risk of losing money (Cash Value Protection (Indexed)<br />Permanent life policy that employees can take it when leaving the company<br />Videos: CNBC News: http://www.youtube.com/watch?v=1sskwUTj4z8 <br />Product for Business and Employees: Roth IRA Index Annuity Contract<br />The Roth IRA Index annuity is designed to include a Guaranteed Lifetime Income provision that provides a guaranteed income for the life of the owner or for the lifetime of the owner and spouse.<br />Contract is individually owned<br />Premium payments amount is subject to current IRS income and contributions limits<br />Premium payments have no age or time limits (earned income is required to contribute)<br />Guaranteed Lifetime Income provision is subject to age requirements<br />Product for Individuals: Indexed Annuity <br />Indexed Annuities: (rollover from 401k, 403b, TSP, IRA, Roth IRA, CDs, or from other investment accounts) or just start investing. This could consist of quot;
Qualifiedquot;
plans and Non Qualified plans.<br />Upside gain potential with no downside risk of losing money (Cash Value Protection (Indexed) <br />Guaranteed Lifetime Income Benefit Rider (LIBR) <br />Employee’s money is credited based on the S&P500, Dow Jones, etc…<br />10% bonus on all first year premiums<br />LIBR (Lifetime Income Benefit Rider) 8% guarantee for 20 years<br />Products for Business Owners:<br />Business Owners Retirement (Global Financial Distributor): <br />Designed for Business Owners: Restaurant, Nail or Hair Salons, Retails, Wholesales, Association Firms or Services, etc.<br />A designated Bank or Insurance Company acts as Distributor of fund and Trustee. <br />The money is funded as a commercial loan to Business Owners’ retirement account based on reoccurring revenues of the business. <br />Ideal for Government Contractors <br />Owners can invest their borrowed proceeds either in Index Annuity or Index Universal Life or both. Their investment accounts will grow with the compound interest. <br />Owners will pay the simple interest to the commercial loan from their business checkbook. <br />These proceeds will be tax write-off as their business expenses. Business Owners Retirement: Fund Financial Future of the Business Owners without Sell the Business<br />Product for Individuals and Families: Indexed Universal Life<br />Indexed Universal Life (Life Saving Account): One Policy – One Premium – One Company. All included without extra cost:<br />Life Insurance – Indexed Annuity Life or Term<br />Retirement Income<br />Health Insurance<br />Disability Income<br />Accelerated Living Benefits: Terminal Illness, Chronic Illness, Critical Illness<br />Cash Value Protection (Index) <br />Tax Advantages: tax-deferred build-up of cash values, tax-free retirement income, and tax-free death benefit <br />Let us meet and find a way to get to know more about you, your family, your company, and your colleagues.<br /> <br />Be sure to ask me about our outreach compensation program for referral partners.<br /> <br />So let’s talk about your passions, your dreams, your goals and what may be limiting your success.<br /> <br />Looking forward to hearing from you soon and believing that together we can make it happen. So make it happen.<br /> <br />Take Care<br /> <br />GWheeler,Jr.<br />Chief Outreach and Communications Evangelist <br />Managing Director<br />VFOX Island Private Equity<br />george@cxointel.com<br />301-237-7938<br />202-379-4884 ext 3<br />