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.
VVC Services:
- 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.
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