We develop innovative captives and related risk financing strategies for clients that qualify. With over 30 years in the insurance captive and risk-financing field, we're one of the few bona fide captive experts in the US.
My latest book, "Guide to Captives and Alternative Risk Financing," published in 2013 by Summit Media, is used as a text and desk reference.
Here's who we work with:
RISK & INSURANCE MANAGERS - You know how important your risk financing strategy is to your company's success (and your job security). Every year risk and insurance managers are expected to lower the costs of insurance and risk-related services. A captive extricates you from this annual ritual.
A captive can also convert your cost center into a profit Read more
We develop innovative captives and related risk financing strategies for clients that qualify. With over 30 years in the insurance captive and risk-financing field, we're one of the few bona fide captive experts in the US.
My latest book, "Guide to Captives and Alternative Risk Financing," published in 2013 by Summit Media, is used as a text and desk reference.
Here's who we work with:
RISK & INSURANCE MANAGERS - You know how important your risk financing strategy is to your company's success (and your job security). Every year risk and insurance managers are expected to lower the costs of insurance and risk-related services. A captive extricates you from this annual ritual.
A captive can also convert your cost center into a profit center! We perform cost-effective captive feasibility studies, and if warranted, guide you through the formation process. Do you have a captive? Our Mature Captive Assessment provides a cost-effective analysis with recommendations.
MIDDLE MARKET BROKERS - You have access to a wide variety of captive options. Have you ever lost a client to a major broker's captive presentation? Can you replicate the big broker's proposal? Has a client or prospect asked you to evaluate another broker's captive presentation? We'll step in and make you look like an expert!
We'll educate your sales staff on captive basics, and provide each person with a captive starter kit, which includes a copy of my book. We'll also consult on individual cases, and the mechanics of setting up an agency captive.
CONTACT US
If you're a broker or risk manager, and want (or need) a crash course in captives, let us help, We're discrete and professional. If you'd like to discuss captives or brainstorm other alternative risk financing, give us a call or email.
