Plan Administration and Service Center
8522 Greenbriar Est., Edwardsville, IL 62025
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The World Equity Group Form CRS can be found here.
Valley View Consultants, Inc. (VVC)
American’s own $14.4 Trillion in mutual funds in taxable accounts (ICI 12/2021).
ILI offers qualifying individuals a more cost-efficient and tax-efficient lifelong fund investment container.
ILI doesn’t change how individuals and trustees fund invest, but how efficiently they fund invest.
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As a fund investor, what makes more sense?
ILI is a cost-shifting opportunity for fund investing outside a tax-qualified plan - shifting from the high cost-of-taxes in a taxable brokerage account to the lower cost-of-ILI protection.
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.
Meet VVC’s founder - Mark Whitelaw
VVC provides Prudent Purchaser support services to highly compensated individuals / trustees considering “life insurance” for
Alternative Investment, Retirement or Protection purposes.
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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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