Plan Administration and Service Center
42985 W Magic Moment Dr., Maricopa, AZ 85138-8534
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Valley View Consultants, Inc. (VVC)
VVC is the administrator of The STAR Plan (Strategic Talent Appreciation and Recognition).
The STAR Plan (2003-2023) allowed qualifying executives to personally own an institutionally-priced life insurance policy (ILI) as an alternative to taxable fund investing.
Why do banks, corporations and highly-compensated executives own ILI? Cost-savings.
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As a fund investor, what makes more sense?
- Losing an average of 25% to 35% of your lifetime gains to taxes?
- Losing an average of 5%-7% of your lifetime gains to ILI expenses, while receiving added financial protection at death?
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By 2023 all ILI issuers had retreated from the executive-owned and funded ILI space.
- Today executives only have access to less efficient products priced for retail life insurance distribution.
VVC’s role is servicing existing STAR participants across the country.
I
Age 50 ILI Qualifying Individual - $1 million in Taxable Brokerage Account - Taxable Benchmark (Red) vs ILI Asset Diversification.
89% increased Net Accessible Cash and 114% increased Death Benefits at Average Life Expectancy.
Comparable or greater lifelong Net Accessible Cash plus added Financial Protection.
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This site provides relevant information on specific estate, business and financial planning topics.
Information and hypothetical illustrations of mathematical principles are for informational and educational purposes only.
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