OFFER CAPTIVE INSURANCE
We provide the tools and training Financial Advisors and CPAs need to offer captives to their business owner clients.
IS A CAPTIVE RIGHT FOR YOUR BUSINESS
Determining if a captive is appropriate for your business is the first step.
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.
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.
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.