Plan Administration and Service Center

8522 Greenbriar Est., Edwardsville, IL 62025

Copyright 2018, Valley View Consultants, Inc. All Rights Reserved.

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Valley View Consultants, Inc.

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.

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 click the appropriate service request email link.

Please email me my Policy Value Summary

I Need an Updated In-force Illustration and want to Review my Policy Management Options

I need to Change my Contribution Method or Amount

I Need to Change my Beneficiary

I Need to Review my Cash Access Options

Enclosed is my Updated Contact Information (Email, Phone, Address, Employment)

I Need to Update my Asset Allocation

Please Update my Asset Allocation to the CMW Allocation

I have had a health event and need to review my policy management options.

General Inquiry to VVC 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  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

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Asset Allocation Options - You may:

Bankrate Asset Allocation Calculator     Yahoo Finance Asset Allocation Calculator

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.

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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.

2016 CMW Allocation Performance Report (Voya)     2015 CMW Allocation Performance Report (Voya)     

2014 CMW Allocation Performance Report (Voya)     2013 CMW Allocation Performance Report (Voya)     

2012 CMW Allocation Performance Report (Voya)     2010 CMW Allocation Performance Report (Voya)     

2009 CMW Allocation Performance Report (Voya)     CMW Allocation Index Benchmark Performance Report (Voya)

VVC America First Allocation (Voya)



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 and Policy Prospectus

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.

2018 CMW Allocation Performance Report

2016 CMW Allocation Performance Report     2015 CMW Allocation Performance Report     

2014 CMW Allocation Performance Report     2013 CMW Allocation Performance Report     

2012 CMW Allocation Performance Report     2010 CMW Allocation Performance Report     

2009 CMW Allocation Performance Report      2008 CMW Allocation Performance Report     

2007 CMW Allocation Performance Report      2006 CMW Allocation Performance Report     

CMW Allocation Index Benchmark Performance Report

VVC America First Allocation (NYL)  





 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.

2016 CMW Allocation Performance Report (JH)    2010 CMW Allocation Performance Report (JH)     

CMW Allocation Index Benchmark Performance Report (JH)

VVC America First Allocation (JH)