Plan Administration and Service Center
8522 Greenbriar Est., Edwardsville, IL 62025
Copyright 2019, Valley View Consultants, Inc. All Rights Reserved.
ILI Plan Participant Administration
ILI’s management objective is to minimize the life insurance protection and related costs to maximize investment return. VVC’s Administrative Services encompass Fund Performance Reporting and pro-active monitoring of protection minimization options consistent with IRC §7702 regulations.
2019 Report to Participants
A review of the (1) evolution of The STAR Plan from an executive benefit complement to a High Net Worth asset diversification program for healthy accredited investors plus (2) policy administration and investment management options.
Participant Services - Please click the appropriate service request email link.
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 ParticipantServices@ValleyViewConsultants.com and advise the type of service or information you require.
Contributions and Policy Loan Repayments
Name of Policy Issuer
C/O Valley View Consultants, Inc.
8522 Greenbriar Est.
Edwardsville, IL 62025
Asset Allocation Options - You may:
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.
Issuer Information and Fund Performance
VVC emails a monthly Fund Performance Report to all STAR participants. 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 - ILI qualifying employees - $25,000 minimum annual contribution for 7 years.
CE-VUL Fund Performance Summary - NYL monthly and quarterly fund performance summary.
CE-VUL Fund Performance by Risk Sector - VVC prepared reorganized monthly fund performance summary by risk sector.
CEA-VUL Fund Performance Summary - NYL monthly and quarterly fund performance summary.
CEA-VUL Fund Performance by Risk Sector - VVC prepared reorganized monthly fund performance summary by risk sector.
VVC-WFP partnership member issuer since 2018 - Accredited Investors - $25,000 minimum annual contribution for 7 years. Separately administered.
Contact Mark@ValleyViewConsultants.com for more information.
Security Life of Denver
Current Participant Services Only. Voya ceased issuing new life insurance on 1/1/2019.
Voya Prospectus Information - The Voya CVUL policy prospectus.
Voya (SLD CVUL) Fund Performance - Voya prepared monthly fund performance summary.
Voya (SLD CVUL) Fund Performance by Sector - VVC prepared monthly fund performance summary.
2016 CMW Re-allocation Summary (Voya) - Summary of CMW Allocation objectives and 2016 fund changes.
Available for large multi-life employer sponsored Top Hat alternative workplace offerings.
JH Fund Performance Summary - JH monthly and quarterly fund performance summary.
JH Fund Performance by Objective - VVC prepared reorganized monthly fund performance summary by investment objective.
2016 CMW Re-allocation Summary (JH) - Summary of CMW Allocation objectives and 2016 fund changes.
|C. M. Whitelaw|
|J. A. Whitelaw|