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The World Equity Group Form CRS can be found here.

Disclaimer

This site provides relevant information on specific estate, business and financial planning topics.

Information and hypothetical illustrations of mathematical principles are for informational and educational purposes only.

VVC Life Events Analysis FINRA Compliance          VVC Suitability Letter

Valley View Consultants, Inc. provides financial analytics and The STAR Plan administrative services.  Our analytics are designed to provide Structural Risk Analysis and Suitability Options so consumers can make informed decisions about the structural alternatives they have for their planning.

The information provided herein is the intellectual property of Valley View Consultants, Inc. (V V C) and its strategic partners. It represents V V C’s opinions and analysis related to these issues. It is for reference purposes only, and it should not be construed as giving or providing tax advice or legal counsel. Users should consult with their own legal counsel or tax advisor in order to assure thorough and proper application of the complex rules and concepts that are discussed herein.

V V C makes no warranty for representations made by independent agents who may utilize this site to sell particular life insurance products, long-term care or Health & Welfare programs.

V V C makes no representations regarding the use of this website by independent agents of sponsor companies.

Valley View Consultants, Inc. is an Illinois corporation and was incorporated on March 27, 2002.

The STAR Plan is the property of Valley View Consultants, Inc.  

The STAR Plan is a VVC sponsored external employer "facilitated" ILI fund, risk and tax management program designed to assist STAR employees and their adult family members maximize the value from institutional life insurance (ILI) for immediate and life-after-career cash management needs.

When utilizing an ILI issuer that requires an employer sponsored plan offering, STAR is managed consistent with the Department of Labor's Welfare Plan Regulations (29 CFR §2510.3-1(j)) safe harbor.

Mr. Whitelaw:

• A Registered Representative of World Equity Group, Inc.  FINRA BrokerCheck
• The "service agent" on all life insurance policies utilized under The STAR Plan or The STAR Combo Plan.
• Securities offered through World Equity Group, Inc. Member FINRA/SIPC 1650 N. Arlington Heights Rd. Ste 100, Arlington Heights, IL  60004  (847) 342-1700.
• While World Equity Group, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Mr. Whitelaw is registered to sell securities and insurance products in AL, AZ, CA, FL, GA, IL, KS, MO, NC, TX.

The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Mr. Whitelaw is properly registered/licensed.