Captive Eligibility
Forming a New Captive
- Are you currently self-insuring risks?
- Is your company profitable?
- Does your company have positive cash flow?
- Do you have a business reason for setting up the captive?
If your business is family owned, there are additional benefits.
Maximizing the Benefits of An Existing Captive
- Is your captive’s primary business providing insurance?
- Are the risks being insured actually insurance risks?
- Are the risks being insured actually being shifted to the captive?
- Is there a sufficient number of insureds to achieve the appropriate distribution of risk?
- Do your captive’s transactions include commonly accepted notions of insurance?
- Are you maximizing the tax efficiency of your captive?
If you answered “yes” to the above questions, contact us today so we can help you assess the captive insurance opportunity for your business.
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