Services

What We Do?

Despite the challenges in the fundraising markets, VFOX Island uses the following diverse opportunities to build wealth and secure assets:

  • Multiple Asset Classes
  • Incubator Funding
  • Incubator Funding
  • SEC Registered Private Placement

Through entrepreneurship and teamwork, VFOX is able to offer opportunities overlooked by others:

1. Fixed Income Equity Indexed Asset Management
2. 9 – 10% Investor Bonus Day-1
3. Syndicated Broadcast Media Investment
4. High Yield Secured Notes 5% – 30%
5. Destination Residential Housing and Community Development Investment
6. Supply Chain Funded Incubator / AR Finance
7. Business Development Investment
8. Financial Planning Products and Services
9. Charitable Remainder Trust
10. Special Events Brand Marketing


For those seeking capital to replace savings and investment losses, our private equity underwriters are motivated to move money and to close deals, period. We have been very successful with early stage start-ups or those looking to expand. Our underwriters are partial to fixed income, asset backed projects, including specialty historic or destination real estate, supply chain finance, green automotive tech, consumer product tech, bio-tech, business social media, video collaboration ideas and eco-friendly green tech solution.

We are partial to companies with solid reoccurring income streams from the federal government, DOD and or Intelligence Community

Our small to medium size business funding program supports businesses with a minimum of two (2) years in past performance and a minimum 650 credit score.

  • Funding maximums for this program are based on the overall strength of the business with special emphasis on receivables.
  • Maximum amount for this program is $3 million per business


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 relationship building.

We invite you to attend our community town hall forums on investment topics, and to meet and greet other like-minded professionals for the opportunity to collaborate, connect, innovate, and inspire.


Savings and Investment Performance Improvement

  • For Businesses and Employees: Indexed Universal Life
    For Businesses and Employees: Indexed Universal Life

    Employees may contribute via after-tax payroll deductions towards the “Life Insurance Security Account “(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. The employer will withhold taxes on their election. 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.

    • Contributions are made after-tax
    • No income limits for participation
    • No limit on contributions
    • Account grows tax-deferred
    • Distributions are tax-free
    • Upside gain potential with no downside risk of losing money (Cash Value Protection (Indexed)
    • Permanent life policy that employees can take it when leaving the company

    Videos: CNBC News: http://www.youtube.com/watch?v=1sskwUTj4z8

  • For Business and Employees: Roth IRA Index Annuity Contract
    For Business and Employees: Roth IRA Index Annuity Contract
    • 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.
    • Contract is individually owned
    • Premium payments amount is subject to current IRS income and contributions limits
    • Premium payments have no age or time limits (earned income is required to contribute)
    • Guaranteed Lifetime Income provision is subject to age requirements


  • For Individuals: Indexed Annuity

    Indexed Annuities: (rollover from 401k, 403b, 457 plan, TSP, IRA, Roth IRA, CDs, or from other investment accounts. This could consist of “Qualified” and Non-Qualified plans.

    • Upside gain potential with no downside risk of capital loss (Cash Value Protection (Indexed)
    • Guaranteed Lifetime Income Benefit Rider (LIBR)
    • Employee’s money is credited based on the S&P500, Dow Jones, etc…
    • 10% bonus on all first year premiums
    • LIBR (Lifetime Income Benefit Rider) 5 – 8% guarantee for 20 year


  • For Business Owners:
    • Business Owners Retirement Plans
    • Designed Ideally for Business Owners Including: Restaurants, Professional Service Providers, Nail or Hair Salons, Retails, Wholesales, Association Firms or Services, etc.
    • A designated Bank or Insurance Company acts as Distributor of fund and Trustee.
    • The money is funded as a commercial loan to Business Owners’ retirement account based on reoccurring revenues of the business.


  • For All Customer Categories
    • Investment accounts that grow outside the market, indexed to the market, without being in the market.
    • Simple interest loans.
    • Tax deduction and charitable trust strategies.


  • Asset Protection and Growth Income Strategies – Indexed Universal Life

    1. One Policy
    2. One Premium
    3. One Company
    4. No extra cost
    5. Includes Life Insurance Death Benefit
    6. Long Term Care Benefit
    7. Retirement Income Benefit
    8. Disability Income Benefit
    9. Accelerated Living Benefit: For Terminal Illness, Chronic Illness, Critical Illness
    10. Cash Value Protection (Index)
    11. Tax Advantages: Cash builds tax free and can be withdrawn as tax free disbursements