Superior wealth protection and risk management services including captive design and end of life tax free reorganization services
Preliminary Captive Assessment and Cost Proposal
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If you are seriously considering a captive but are unsure if a captive makes sense for you, our Preliminary Captive Assessment ("PCA") is the best next step. PCAs are very valuable for any business whether you form a captive or not. PCAs provide an objective professional risk management assessment analysis service every business needs whether they know it or not. Properly done PCAs include a review of your existing commercial insurance program. If you or you client want a preliminary captive underwriting and pre-feasibility study assessment that determine the types of policies and premium levels indicated for a captive insurance program protecting your business, please either:
Here is a fairly detailed list of the potential benefits of well designed captive risk management programs compared to self insurance and commercial insurance:  Here is a general idea of the types of risks often targeted by captive insurance companies - Note the typically insured risk areas are those targeted by traditionally designed captives with a large deductible/retention layer covered by a captive and high losses still covered by stop loss or excess insurance bought in the commercial markets:  Here is an over-simplified example of cash flow impact of a captive. Read these underlying assumptions to better understand the following chart, and be advised that tax savings cannot and must not be your primary motivation in creating a captive:  Contact us if you want help deciding if a captive makes sense for you or a client and the steps and costs involved to create or join an excellent captive insurance company program. See our disclaimers. |
