Scalable Layers:

    • Cross Policy
    • Cross Portfolio/ Trust
    • Cross Estate

    • Cross policy interplays-synergies
    • Cross policy (role) interoperabilities
    • Cross portfolio functionality (purpose)

    Interplay (Scalably) with:
    • Gift and estate tax planning
    • Qualified plan planning
    • Key person/ succession planning
    • Cross account asset allocation consistency

    • Annual Reviews Only
    • Pre-Acceptance Reviews
    • Post Acceptance -Initial Reviews

    • Developing System In Place
    • Reviews for Complex Cases Only
    • Reviews for " Flagged" Cases or Policies
    • Reviews for Moderately Complex Cases
    • Reviews for Simple Cases

    • OCC Mandated Firm Level Management /Premium Contingency Planning
    • Account Level Management

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