Plans to Eliminate Income Tax

The problem we eliminate is that investment accounts such as mutual funds must declare taxable income to the investor each year. Even though the investor doesn't execute any purchases or sales, one receives a Form 1099 from the fund in January informing you how much you must declare as taxable income.

When these investments are owned inside a Variable Life Insurance policy, the tax law governing the investment is the same law that governs life insurance. As such, you can grow money without incurring any tax liability and remove income from the account on a non-taxable basis. If you do it right, you will never have to pay any income tax on any of the growth on your investments. While the life insurance does create costs, it is only a fraction of the income tax that you might have otherwise had to pay. The end result is a cash flow that is 40% to 60% greater than what would have been available had the funds remained invested in a taxable environment.

For complete information on what a Variable Life Insurance policy could do for you, including a personalized illustration, contact us at 1-888-PLAN AHEAD or at info@vbscorp.com.

*VBS is NOT a securities dealer. VBS has representatives who are registered with member firms of the NASD through whom all securities are offered.