Plan Administration and Service Center
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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.
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.
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.
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.
|C. M. Whitelaw|
|J. A. Whitelaw|