Value Added Features:
Compliant, defensible, and efficient processes and evaluative tools, designed exclusively
for the centralized and unified management of multiple assets in a trust, not the aggregation of "individually managed" assets,
Answers questions, solves problems, and addresses issues unique to multiple policy
trusts, such as: "From which policy, into which policy, which policy, when, and how?"™
Applies a "putting to highest and best use" decision construct to harnesses cross policy
interplays-synergies and interoperabilities, not captured by "hold or fold" based
Provides concrete and detailed cross policy prescriptive steps and roadmaps, such as:
"For policy #1: remit only 50% of the (originally) scheduled premium, and remit
200% for policy #2,"
Harnesses the cross policy interplays-synergies and interoperabilities as the primary source for continually (at least annually) reducing costs and risks/ improving suitability and productivity, replacing replacement™, premium increases, or coverage reduction
as the preferred approach.
© 2017 Overlay Insurance Portfolio Management, LLC. All Rights Reserved.
General Disclaimers | Legal Notice | Privacy Notice