We have what it takes

The following is a list of some of the requisite key multiple policy distinct apparatus elements the application of which, lead to effective results oriented strategies, tactics and implementation:

• system rules engine based on: a distinct logic , underpinning tenets , and underlying theories ,
• set of processes , functions , workflow items, 
• set of standards , policies, procedures , controls, best practices,
• analysis, analytical methodologies, calculations,
• data sources to capture and measure distinct granular data points, and will inform on metrics
          risk points,
• methodologies to address the distinct data sourcing challenges, such as: the limited utility of 
         standard in-force illustrations for generating actionable analytics   ( especially for variable
         universal life policies),
• distinct benchmarking (such as: internal cross policy "best of breed") , and evaluative tools that
         capture the performance level of the portfolio as a whole, to support distinct: valuation ,
         performance measurement, and reporting, 
• conversation , discourse , framework to think through the issues, such as: distinct decision 
         constructs ( adding " putting to highest and best use " across all policies, going beyond
         "hold or fold" ),
• decision trees ( with many more nodes and leaves to support distinct roadmap designs) , and to
          support distinct multi-dimensional decision output,
• set of :cross policy sourcing , utilization , locationing , and rank ordering methodologies,
          including : optimizing policy usefulness/purpose , by pairing and  realigning the existing policies,
• toolbox , tools with distinct feature sets ,
• source of continually ( good year after year) reducing costs and risks, and improving productivity
         and suitability, (especially if: increasing premium, replacing , reducing , life settling coverage is
         not applicable),
• remedy sets and solution menus , and workarounds ( such as: use of synthetics),
• dashboards- to facilitate greater transparency , making the analysis : faster, easier, and more

Furthermore: the distinct apparatus mandates a best fit manager with a distinct set of skills, multi-disciplinary expertise, and real life experiences.

Finally, the set of distinct pre-requisite elements needs to be even more comprehensive if any of the trusts contain policies that are securities based, such as: variable life insurance policies.

We have what it takes to deliver the results you want, now.

We have the requisite domain knowledge, expertise, experience, infrastructure, and capacity.

As the innovators of the breakthrough methodologies are the “best fit” to help you reach your goals.

© 2017 Overlay Insurance Portfolio Management, LLC. All Rights Reserved.
General Disclaimers | Legal Notice | Privacy Notice