Plan Administration and Service Center
8522 Greenbriar Est., Edwardsville, IL 62025
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The World Equity Group Form CRS can be found here.
- Comparative Investment Analysis - FINRA and NAIC compliant analysis of investment and life insurance alternatives. - 401(k), Roth, Taxable Brokerage Accounts, Non-qualified Investment Only Annuities, 409A Non-qualified Deferred Compensation, Institutional Life Insurance (ILI).
- ILI Individual Access - VVC is the sponsor and administrator of The STAR Plan facilitating personal access to ILI investment and risk management.
- ILI Administration - Coordination of all aspects of The STAR Plan between participants, issuers, employers and fiduciaries.
- IUL Consumer Disclosure - Analysis of Index vs. Indexed investing of life insurance cash values. 2023 AG 49 Equivalent Information Package
ILI Analytics, Access and Administration Services
- Direct access to Institutional Life Insurance (IL) for personal or trust purposes.
- FINRA compatible analytics comparing ILI illustrated values to other fund investment management alternatives.
- ILI Combo Plans - Utilizing ILI as an investment alternative supplemented with ILI convertible term insurance for temporary added protection.
- ILI Secure Incentive Bonus - An employer contributory or co-contributory program where employers are providing incentive or matching contributions - typically with a vesting schedule (Restricted Employee Bonus Agreement).
- Coordination of all policy and plan administration between the different parties and the policy issuer.
Individuals / Trustees are not merely buying a policy, but are joining a professionally administered ILI management program.
Please contact Mark Whitelaw at Mark@ValleyViewConsultants.com with any questions about VVC’s ILI Plan Services.