Lunch Program: Understanding the Captive Insurance Model
July 30 @ 11:30 am - 1:00 pm
Insurance agents, financial advisors, CPAs…
The formation of captive insurance entity offers high-net worth business owners and professionals a customized vehicle to self-insure. When created correctly, a captive entity is a powerful insurance strategy to decrease taxes, build wealth, and protect against business risks (including specialized risks often overlooked by commercial insurers).
Learn more about setting up a successful captive entity, including the financial benefits and how to identify potential clients. CPAs earn 1 CPE.
Hosted by GPAgency.
Course Instructor: Jeremy Colombik, CPA — Management Services International (MSI): www.themsicorp.com
Click HERE to learn more about Jeremy.