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Valley View Consultants, Inc.

Valley View Consultants, Inc. (VVC)

American’s own $6.9 Trillion in mutual funds in taxable accounts (ICI 2016).

ILI offers qualifying individuals a more cost-efficient and tax-efficient lifelong fund investment container.

ILI doesn’t change how individuals and trustees fund invest, but how efficiently they fund invest.

Age 50 ILI Qualifying Individual - $1 million in Taxable Brokerage Account - Taxable Benchmark (Red) vs ILI Asset Diversification.

Comparable or greater lifelong Net Accessible Cash plus added Financial Protection.

ILI Asset Diversification - Introduction and Examples

ILI Asset Diversification Analysis Request Form

Meet VVC’s founder - Mark Whitelaw

VVC provides Prudent Purchaser support services to highly compensated individuals / trustees considering “life insurance” for

Alternative Investment, Retirement or Protection purposes.

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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.