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Helping CEO's demonstrate appreciation and financial respect for their key employees*

 

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The Valley View Consultants, Inc. (V V C) Team

VVC is the collaboration of several professionals dedicated to value-added empowerment opportunities for star employees and its increasingly important role in the continuity planning of a well managed business.

VVC assists CEO's, advisors and pension administrators in offering financial parity to key employees.

Valley View Consultants
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Mark Whitelaw - President - 25 years designing Selective Benefits - Business Continuity Programs and administrative programs for businesses, leading life insurance companies and trust companies.  Registered Representative of First Heartland Capital, Inc., Member FINRA/SIPC.  Contact Mark about VVC's Programs   View Mark's Bio

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Joyce Whitelaw - Secretary / Treasurer - Over 20 years accounting experience and over 10 years experience supporting life insurance administration.  Joyce manages VVC's administrative services division - VVC Plan Services.

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TrustBuilder Services, L.L.C. - With 15 years experience providing fee-based outsourced Trust Owned Life Insurance (TOLI) administration to regulated trustees and Corporate Owned Life Insurance (COLI) administration to public and private companies.  TrustBuilder Services assists in the administration of The STAR Plan® for VVC.  View TrustBuilder's Web Site

Strategic Alliance Partners
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The Advanced Marketing Group - With over 15 years experience in Advanced Marketing and Corporate Owned Life Insurance (COLI), the Advanced Marketing Group provides customized plan and life insurance product designs for the business marketplace.  The Advanced Marketing Group has over 10 years experience collaborating with Mark Whitelaw.

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Rogers & Company, A Wealth Management Firm, LLC - For over twenty-five years, Rogers & Company has been dedicated to providing the highest-quality services, advice, investment plans and management to clients from almost every state and five continents — with non-negotiable integrity.  We are an independent wealth management firm with a full range of services and resources that help you plan, execute and monitor a strategy that meets your specific goals. We are focused on diminishing the complexity of wealth management by following simple assessment and investment processes that are well-defined, disciplined and customized for your needs. Above all, in this era where quality personal attention seems to be a lost art, Rogers & Company is dedicated to providing you with prompt, professional and thoughtful service.  Securities offered through LPL Financial, member FINRA/SIPC.  Contact Carol L. Rogers or Omar R. Qureshi: rcwm@rogersinvest.com or 800-501-9633 or 314-983-9803.

These individuals and organizations understand the importance of empowering highly valued employees and continuity planning.  Their experience spans having been executives for companies that did not have proper planning, to being business owners, to designing programs and products for the prudent planning and incentive compensation needs of businesses and their star employees.

Please contact me about the The STAR Plan

Valley View Consultants, Inc.

8522 Greenbriar Estates

Edwardsville, IL  62025

(618) 656-6519

www.ValleyViewConsultants.com

Copyright © 2002-2008 Valley View Consultants, Inc.  All rights reserved.

The STAR Plan®  is a Registered Service Mark of Valley View Consultants, Inc.
Last modified: June 18, 2008