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A second opinion can be priceless

Just as the businesses of your valuable clients change, so does the insurance industry and laws that govern it.  Doesn't matter if your client has been in a captive for years or if they are just considering entering into one now, we can help.  Our review will not only identify any potential issues, but we'll explain why they could be a problem and provide an unbiased plan to remedy - even if it's shutting down the captive or stopping the formation process in total. 

For existing arrangements we'll perform a deep dive and provide a comprehensive report to help ensure that everything is as it should be.  

For those considering entry into a captive insurance arrangement we'll provide an unbiased review of what's been proposed.  Our work will help ensure that your client is aware of the pros and cons of what's been offered so they they can make an educated decision on what's best for their business.


Have a client that has asked about a captive?  Got your eye on a prospect that you'd love to bring into the fold?  Want to discuss a current client and see if a captive is a good fit?  Send us a quick note and we'll find some time to talk.

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