Skip to content
Fortress Risk Management Logo Fortress Risk Management Logo Fortress Risk Management Logo
  • HOME
  • WHY CAPTIVES
  • WHO WE ARE
  • FAQs
  • FOR ADVISORS
    • COURSES
      • CERTIFIED CAPTIVE CONSULTANT™
    • LOGIN
    • BECOME A MEMBER
  • ABOUT US
    • TIMELINE
    • MANAGEMENT TEAM
Certified Captive Consultant™Todd Bailey2018-09-28T04:47:47+00:00
Home / Certified Captive Consultant™
  • Fundamentals of Captive Insurance:
    • Purpose of Captive Insurance
      30 min
    • Captives vs. Traditional Insurance
      30 min
    • Assessing Risk–The Actuarial Study
      30 min
    • Why Risk Pooling and Risk Distribution?
      30 min
    • Paying Claims
      30 min
    • Selecting a Domicile
      30 min
    • Annual Administration
      30 min
    • Good Industries for Captive Insurance
      30 min
  • Feasibility:
    • Initial Consultation: Fortress Risk and Adviser
      30 min
    • Business Intake Form
      30 min
    • Engagement: Letter of Engagement Between Client and Fortress Risk: Scope of Services; Confidentiality of Client Information; One-time Consulting Fee
      30 min
    • Evaluate Risks
      30 min
    • Actuarial Study
      30 min
  • Formation:
    • Formation of Reinsurance Company
      30 min
    • Ownership of Captive
      30 min
    • Insurance Manager Prepares Ancillary Agreements
      30 min
    • Paying Premiums
      30 min
    • Open Accounts
      30 min
    • Investing Insurance Premiums and Reserves
      30 min
    • Quarterly
      30 min
  • Function:
    • Issue Policy
      30 min
    • Paying Claims
      30 min
    • Annual Upkeep
      30 min
    • Premium expense (%) applies to each premium payment:
      30 min
  • Affiliating With Fortress:
    • Respecting Advisor’s client relationship
      30 min
    • Noncircumvent/Nondisclosure Agreement
      30 min
    • Investment Accounts and Bank Accounts
      30 min
    • Role of the Insurance Manager
      30 min
    • Working with Accounting Professionals
      30 min

Certified Captive Consultant™

This content is protected, please login and enroll course to view this content
Prev Engagement: Letter of Engagement Between Client and Fortress Risk: Scope of Services; Confidentiality of Client Information; One-time Consulting Fee
Next Actuarial Study
Fortress Risk Management, LLC (“FRM”) and its principals and employees do not provide legal, accounting, actuarial, underwriting or investment services. FRM does not determine the amount of premiums. Risks are analyzed, and premiums are determined by an independent actuary. FRM is not an investment advisor and does not give any advice or recommendations as to securities or investments nor any evaluation of any investment portfolios you may have. Any implementation of FRM recommendations should be made only after consulting with your legal, tax, accounting and risk management professionals.
IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.
"Turning risk into wealth.™"and "The Middle Market Risk Management Solution™" are registered marks of Fortress Risk Management LLC, a Wyoming limited liability company.
© Fortress Risk Management   |  All Rights Reserved | This site created and managed by Spike Sales NOW!