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The Valley View Consultants,
Inc. (V V C) Team
VVC is the collaboration of ILI issuers and ILI policy
management professionals dedicated to value-added
empowerment opportunities for STAR employees and ILI's increasingly
important role in the financial self-reliance of all the key people of a well managed business
... from the corner cubicle to the corner office.
VVC assists CEO's, advisors and pension administrators in
offering financial parity to individuals performing "white-collar" roles impacted by the caps and personal value
limitations of traditional cash management alternatives.
Valley View Consultants
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Mark Whitelaw - President -
Over 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.
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Over 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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IDEATransfer - Terry White and
Alan Boal co-founded
IDEATransfer 30 years ago, helping hundreds of producer firms,
all the producer groups, and most of the life insurance companies thrive as
the industry evolved. They focus on the advanced market client—how to
communicate value, build close relationships, and organize resources around
their complex needs. Their collaboration with Mark Whitelaw spans 20 years.
Contact Terry White
Contact Alan Boal |
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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 business 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 financial
self-reliance of their star employees.

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