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© 2017 Overlay Insurance Portfolio Management, LLC. All Rights Reserved.
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What We Do
Overlay Insurance Portfolio Management, LLC is an independent consulting
firm that provides asset management decision support to trustees of trusts which contain
more than one insurance contract and require an additional management apparatus.
Specialized decision support is needed because those that administer trusts comprised of more than one insurance contract, are faced with: greater risks, more compliance requirements, more complex and inefficient management processes, more difficult questions and more complex problems, and are less likely to deliver to expectations than those that administer trusts with only one policy.
We help ameliorate those additional risks, satisfy those additional compliance requirements, streamline those additional management processes, answer those more difficult questions, solve those more complex problems, and increase the likelihood of delivering to expectations- to better reduce risks and liability , and grow the business and revenue.
We make what you have work all together as one. sm
To learn how you too can benefit from our expertise and experience, please contact us.
Overlay Insurance Portfolio Management, LLC is an independent consulting
firm that provides asset management decision support to trustees of trusts which contain
more than one insurance contract and require an additional management apparatus.
Specialized decision support is needed because those that administer trusts comprised of more than one insurance contract, are faced with: greater risks, more compliance requirements, more complex and inefficient management processes, more difficult questions and more complex problems, and are less likely to deliver to expectations than those that administer trusts with only one policy.
We help ameliorate those additional risks, satisfy those additional compliance requirements, streamline those additional management processes, answer those more difficult questions, solve those more complex problems, and increase the likelihood of delivering to expectations- to better reduce risks and liability , and grow the business and revenue.
We make what you have work all together as one. sm
To learn how you too can benefit from our expertise and experience, please contact us.
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Israel Lustig, Israel M. Lustig, Izzy Lustig.
Overlay Insurance Portfolio Management, Overlay Portfolio Management, Trust Owned Life Insurance, TOLI, Irrevocable Life Insurance Trust , ILIT , Insurance Restructuring, Life Insurance, Trusts and Estates , Trust and Estate, Insurance Policy, Insurance Agent, Life Insurance Replacement, Policy Replacement, Life Settlements, Insurance, Trust Company , Directed Trustee, Life Insurance as an asset class , Fiduciary Litigation
Overlay Insurance Portfolio Management, Overlay Portfolio Management, Trust Owned Life Insurance, TOLI, Irrevocable Life Insurance Trust , ILIT , Insurance Restructuring, Life Insurance, Trusts and Estates , Trust and Estate, Insurance Policy, Insurance Agent, Life Insurance Replacement, Policy Replacement, Life Settlements, Insurance, Trust Company , Directed Trustee, Life Insurance as an asset class , Fiduciary Litigation