• Carrier financial rankings
• Policy economics (cross policy)
• Trust goals ( function/purpose)
• Cross policy roles
• Sustainability/ Durability
• Exercising options
Who We Are
BIO : Israel M. Lustig, CLU, CFP
Why Overlay Insurance Portfolio Management, LLC?
We have what it takes!
Features & Benefits
Our Key Solution Benefits
How we offer our services
Value Added Features
Our Core Technology
Key Breakthrough Methodologies
Services / Deliverables
Risk Management/ Compliance Model
Scalable Regulatory Filters
Examples of CONCRETE and DETAILED cross policy prescriptive steps and roadmaps
Examples of questions we answer which are UNIQUE to MULTIPLE policy trusts
Services NOT Provided
Why Unify Policies?
Why MUST multiple policies in a trust be unified?
What’s at stake?
Why unify even if not mandated or concerned about compliance or liability?
Why use OIPM,LLC to help you unify policies?
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