Overlay Insurance Portfolio Management, LLC. ("OIPM") performs GENERAL CONSULTING, and is not a substitute for legal, tax, accounting, investment, actuarial, or securities- based insurance advice.
OIPM does none of the actual implementation.
It is at all times the clients' responsibility to communicate all information and instructions, directly to their advisors and vendors.
The services that OIPM provides are limited to general consulting. OIPM does not provide any products.
The OIPM engagement letter specifically defines the scope of the OIPM engagement and OIPM is not responsible for any services, other than those specifically enumerated in the clients' engagement letter and in all events OIPM is not responsible for any products.
OIPM is not a fiduciary.
OIPM is not an agent of any advisors or vendors.
OIPM does not offer any legal, accounting, non-recourse premium financing or securities-based insurance, tax, actuarial, or investment advice.
OIPM general consulting does not include services or products which are or should be provided by a Attorney , CPA, or Investment Professional.
The following notice should NOT infer that we offer any tax advice. TAX ADVICE DISCLOSURE:
In order to ensure compliance with requirements imposed by the IRS on practitioners who render tax advice (IRS Circular 230), we inform you that any U.S. federal tax advice, which may be deemed to be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
© 2017 Overlay Insurance Portfolio Management, LLC. All Rights Reserved.
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