Plan Administration and Service Center
8522 Greenbriar Est., Edwardsville, IL 62025
Copyright 2018, 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.
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:
2016 Fund Fee and Return Summary - Comparison of the STAR issuer 12/31 portfolio returns to the Thomson universe of mutual funds.
CMW Allocation Overview and Return Comparison - STAR participant convenience and net rate-of-return comparative (2004-2016).
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.
VVC America First Allocation Overview - An allocation supporting the potential resurgence of the U.S. Economy.
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.
Security Life of Denver
The most flexible VVC member ILI issuer - ILI qualifying individuals, adult family members, substitute insured option.
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.
New York Life Advanced Markets Network
VVC member issuer since 2003 - ILI qualifying employees with employer verification of employment.
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.
2016 CMW Re-allocation Summary (NYL) - 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|