Valley View Consultants

• Charles M. "Mark" Whitelaw

  • President - Over 25 years designing Selective Benefits - Business Continuity Programs and administrative programs for businesses, leading life insurance companies and trust companies.  Contact Mark about VVC's Programs   View Mark's Bio

  • Seventeen years designing and administering non-qualified deferred compensation plans for large and middle market employer - employer sponsored parity restoration plans for HCE's capped in their employers 401(k) benefit plan.

  • In 2002 founded Valley View Consultants, Inc. and created The STAR Plan featuring ILI to provide employers and HCE's a more efficient way to address the limitations in a tax-qualified benefit plan.

  • Mark has advocated the right of HCE's to be able to save efficiently in the workplace for over 25 years.

  • Separately - Mark is a Registered Representative of First Heartland Capital, Inc., Member FINRA/SIPC.  Valley View Consultants, Inc. is not affiliated with First Heartland Capital, Inc.

• Joyce A. Whitelaw - Secretary / Treasurer - Over 20 years accounting experience and over 15 years experience supporting life insurance administration.  Joyce manages VVC's administrative services division - VVC Plan Services.

• TrustBuilder Services, L.L.C. - 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

• STAR Advisors - VVC supports financial planners and tax-qualified plan administrators across the U.S.  These firms have received special training in The STAR Plan's funding and administrative flexibility.

Strategic Alliance Partners

• 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

• 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, to business owners, to designers of programs and products for the prudent planning and financial self-reliance of star employees.

Copyright © 2002-2010 Valley View Consultants, Inc.  All rights reserved.

The STAR Plan®  is a Registered Service Mark of Valley View Consultants, Inc.
Last modified: January 02, 2012