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Plan Administration and Service Center

42985 W Magic Moment Dr., Maricopa, AZ  85138-8534

Copyright 2024, Valley View Consultants, Inc. All Rights Reserved.

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The World Equity Group Form CRS can be found here.

VVC Services:

• The STAR Plan 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.  2024 AG 49 Equivalent Information Package
• 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).

In addition to serving The STAR Plan participants, VVC assists:

• Indexed Universal Life (IUL) distributors with Registered Rep or RIA education of how to compare IUL to other investments in a FINRA consisten manner.
• Attorneys, Trustees and Consumers in the review of financial comparisons used during the sale of life insurance as an investment or retirement alternative.