Plan Administration and Service Center
42985 W Magic Moment Dr., Maricopa, AZ 85138-8534
Copyright 2024, Valley View Consultants, Inc. All Rights Reserved.
The World Equity Group Form CRS can be found here.
ILI Plan Participant Administration
ILI’s management objective is to minimize the life insurance protection and related costs to maximize investment return.
The STAR Plan Participant Overview and Q & A
Benefits of Minimizing STAR's Death Benefit Protection
Accessing Cash Values for Life's Needs
Valley View Consultant, Inc. Suitability Letter
Cash Value Life Insurance Disclosure Acknowledgement
Participant Services
Please contact us immediately if you have a change in employment, health, beneficiary or address.
Policy Service Forms are state specific and change often.
Please email Mark@ValleyViewConsultants.com and advise the type of service or information you require.
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Asset Allocation Options - You may:
- Select your own policy fund allocation.
- Utilize the linked asset allocation calculator and we will advise the appropriate funds.
- Advise the allocation you are using in your 401(k) or IRA and we will advise the appropriate funds.
- Follow the allocation recommended to VVC's president (CMW) for his personal ILI policy by his asset allocation advisor.
Bankrate Asset Allocation Calculator CMW Allocation Acknowledgement - Acknowledgement form to follow CMW's personal allocation (CMW Allocation).
The CMW Allocation is updated every July, or earlier if issuer fund changes warrant reallocation. It is your choice to update to the current allocation or continue with your present allocation.
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Issuer Information and Fund Performance
Monthly we update fund performance reports and Morningstar report on the CMW allocation for NYL and VOYA.
Please keep us informed of your current work and home email address and which you would prefer we utilize.
New York Life Advanced Markets Network
VVC member issuer since 2003 - NYL ceased personal ownership of their ILI policy on 1/1/2020.
CE-VUL Fund Performance Summary - NYL monthly and quarterly fund performance summary.
2023 CMW Allocation Morningstar Report - NYL
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Security Life of Denver
Current Participant Services Only. Voya ceased issuing new life insurance on 1/1/2019.
Voya is no longer in the life insurance business. The Security Life of Denver policy block was acquired by Resolution Life.
2023 CMW Allocation Morningstar Report (Voya)
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