Captive Insurance: An Effective Financial and Risk Management

Duration: 60 Minutes
This program will present how an effectively designed captive insurance company, capitalizing on Internal Revenue Code §831(b), can benefit business clients.
Captive Insurance
Instructor: Lou Polur
Product ID: 501951
Objectives of the Presentation
This presentation will discuss:
  • What is a Captive
  • How can a Captive benefit a business owner?
  • Internal Revenue Code 831(b)
  • Revenue Rulings and Case Law
  • How to build a conservative captive case?
Why should you Attend
The Internal Revenue Code offers business owners a way to leverage business deductions. With proper planning, a section 831(b) insurance company combines insurance and risk management solutions with other benefits for a closely held business. Acting as a captive insurer (or ‘captive’) this is a special-purpose insurance company that can receive up to $2.2 in premiums to underwrite risks for its sponsor.

Income tax planning combines with business operational decision-making when using a captive. This means a business can transform tax deductible premiums into tax deferred insurance company reserves. After claims are paid, the business will have a pool of funds for investment or distribution to shareholders. Why let commercial insurers profit from your insurance premiums? This session will present the details of a strategy that can be applied to many business operations.

Areas Covered
  • Types of insurance coverages that captives write
  • Types of captive insurance companies that a business can set up
  • Business models that are insurance companies
  • Insurance as a new source of revenue
  • Working with CPA accountant, CFO, tax attorney, estate planning, insurance broker to build a captive that aligns with business insurance needs and other goals of the owners
Who will Benefit
  • Accountants
  • Financial Advisors
  • Chief Financial Officers CFO
  • Chief Executive Officers CEO, Owners
  • Insurance Brokers
  • Partners
  • Business Owners
$300
Recorded Session for one participant
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Live Session - How it works
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  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Lou Polur is an insurance professional, first licensed in 1992. As a graduate of The Wharton School, he developed the business acumen to understand complex organizations. This has led him to view clients' needs as a benchmarking opportunity: understand a client's vision and customize a best-in-class solution. His advisory board members are composed of former clients who have established or governed as board of directors for captive insurance companies and risk retention groups for associations, healthcare systems, transportation, telecommunications, manufacturing and others.
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