Plan Administration and Service Center
8522 Greenbriar Est., Edwardsville, IL 62025
Copyright 2023, 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. 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
2021 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.
The STAR Plan - 2021 Report to Participants
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:
- 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
VVC emails a quarterly 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.
Lincoln Financial Group - Lincoln Executive Benefits
WFP member issuer since 2020 - COLI and Employer Facilitated ILI.
Contact mwhitelaw@wingedfootpartners.com for more information.
New York Life Advanced Markets Network
VVC member issuer since 2003 - NYL ceased personal ownership of their ILI policy on 1/1/2020.
NYL Market Outlook - 2022 Economic & Marketing Insights
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.
2020 CMW Allocation Performance Report CMW Allocation Index Benchmark Performance Report
WFP partnership member issuer since 2018 - Accredited Investors - $25,000 minimum annual contribution for 7 years. Retail VUL policy with COLI rider priced for fee-based marketplace. WFP administered.
Contact mwhitelaw@wingedfootpartners.com for more information.
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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.
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)
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