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HOME2018-07-13T19:50:44+00:00

OFFER CAPTIVE INSURANCE

We provide the tools and training Financial Advisors and CPAs need to offer captives to their business owner clients.

BECOME A CERTIFIED CAPTIVE CONSULTANT

IS A CAPTIVE RIGHT FOR YOUR BUSINESS

Determining if a captive is appropriate for your business is the first step.

SCHEDULE A DISCOVERY CALL

A CLIENT-CENTRIC APPROACH THAT TURNS RISK INTO WEALTH

RISK-MANAGEMENT INSURANCE WHICH CAN BUILD EQUITY WHILE PROVIDING COST-EFFECTIVE COVERAGE FOR YOUR BUSINESS

Assets of a properly-managed captive insurance company are well-protected from your business’s creditors, and you also control the captive’s equity. Your underwriting profits (aside from reserve capital) can also be invested at the financial institution of your choice, and you control profit-distributions.

FIND OUT MORE

OUR SERVICES

WE OFFER ASSESSMENT, FORMATION AND MANAGEMENT SERVICES USING OUR TEAM OF EXPERTS IN THE FIELD OF CAPTIVE INSURANCE. OUR EXPERIENCED TEAM OF PROFESSIONALS TAKES CARE OF ALL THE DETAILS FOR YOU.

ASSESSMENT

The first step is to assess the feasibility of forming a captive. Our team looks for risks that can be managed more cost-effectively and for gaps in coverage. We include your business advisors, attorneys, and CPAs during this assessment so that your captive insurance company fits with your overall business goals.

FORMATION

During the formation process, our team will work to establish your captive insurance company and coordinate the underwriting process, so that reasonable premiums are charged for coverage.

MANAGEMENT

Our management team handles the administration and processing of claims, compliance issues relating to the operation of your captive, filing your captive’s annual tax return, provides you with continuing advice on premium reserve management, and reports to you on a regular basis.