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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. - 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.

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

The STAR Plan®  is a Registered Service Mark of Valley View Consultants, Inc.
Last modified: February 16, 2010