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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.
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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
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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.

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