Insurance

  • White Paper

    Dangers of Quoting

    Getting lots of insurance quotes is a no-cost way to save money on premiums….or is it? We believe the practice of “quoting” without conducting a thorough risk assessment can be highly flawed and dangerous for your business. This white paper illuminates some of the dangers and provides some case studies for your reference as well as the groundwork for an alternative method of reducing cost.

  • White Paper

    831(b) Captive White Paper

    Are you faced with increasing tax liabilities, complex estate planning needs and catastrophic business risk? If so, you might consider an 831 (b) captive as a solution to these problems. Click the link below to learn how successful business owners utilize this alternative form of risk financing to protect, leverage and maximize opportunity.

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