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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