Risk Managers:

        Are you concerned about the potential gap in fulfilling your mandate to de-risk the company posed by the increased risks inherent in managing trusts of your largest clients that are comprised of more than one policy?

Are you totally confident with the level of defensibility of their management; that you completely understand the risks, and consequences, and are proactively and compliantly addressing them using the most powerful and defensible processes, tools, and methods? 

       Are you receiving the level of transparency, accuracy, granularity and analytics- actionability needed to provide the critical defensibility of your risk function?

Our firm is here to help you fulfill your mandate to de-risk, and particularly to ameliorate the increased risks inherent only when managing trusts containing more than one policy- to better deliver to expectations.          
Gain more DEFENSIBILITY.


Compliance Managers:

Are you concerned with your ability to demonstrate proof of compliance, particularly for the additional requirements that apply to the management of trusts containing more than one policy?

Are you totally confident that you have the most comprehensive and compliance-  demonstrable: systems, processes, and controls that ensure that the administrators manage those trusts as mandated?

Are you totally confident in your ability to provide risk managers and administrators with all the components of operationalization for the additional management requirements?
Our firm is here to help you comply with the additional requirements that apply only when managing trusts containing more than one policy.
Gain more DEMONSTRABILITY.


Administrators: 

Are you totally confident that all is being done to adequately support the added burden, time requirements, complexities, and, friction, you face when administering these trusts?

Are you concerned with your ability to deliver to the level of your company’s, grantors’, and beneficiaries' expectations inherent in administering trusts containing more than one policy?

Our firm is here to help ease the added burden, time requirements, complexities, friction , and difficulty in delivering on expectations you face when administering trusts containing more than one policy- to better deliver to expectations.           
Gain more MANAGEABILITY and more DELIVERABILITY.

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