Transform Your Client's Business RISK StrategIES Today
Expert Risk Advisory services to help you achieve your goals.
Transform Your Client's Business RISK StrategIES Today
Expert Risk Advisory services to help you achieve your goals.
Transformational Business risk Strategies
Risk Reduction 101 for small business owners
uninsurable risks facing small business owners
Risk Reduction 101 for small business owners
"Every client has a different appetite for risk. With an 831(b) you are helping clients keep cash flowing, or build up their reinsurance company assets which can be used for future retirement, savings for a future rainy day, and tax advantages that they didn’t have before owning a Captive.. Ongoing risk education can be a great first step.
10 Benefits of Captive Insurance Ownership
uninsurable risks facing small business owners
Risk Reduction 101 for small business owners
Consider using a MicroCaptive to bolster general liability, provide D&O and E&O insurance, and add audit protection, business interruption, supply chain disruption, Custom warranties you write and manage claims for yourselves. Do not go a day longer paying for warranty work or rework using post-tax rather than re-tax dollars.
uninsurable risks facing small business owners
uninsurable risks facing small business owners
uninsurable risks facing small business owners
2nd largest Insurance brokerage in the world AON lists the top 10 business risks for small businesses in North America for 2024 and 8 out of the 10 risks listed are uninsurable with traditional commercial insurance. Read about how you can approach business risk mitigation and utilization of a captive insurance company.
Trusted Advisors who know captives use Them
is 2024 the year of the captive for small business
uninsurable risks facing small business owners
"What is great about the MicroCaptive structure is it allows a client to own it, control it, gain significant tax benefits, defer taxes, and it allows them to pull the money out in a variety of ways that they choose. It is the Swiss army knife of Financial Planning."
is 2024 the year of the captive for small business
is 2024 the year of the captive for small business
is 2024 the year of the captive for small business
We interviewed over 25 Captive Plan managers, 18 Domicile Insurance Regulators, and 12 State Insurance Commissioners. We found an amazing breadth and depth of Insurance information and a million different opinions about Captive Insurance. Is 2024 the year of the 831(b)?
Captive Plan Manager topics & Questions
is 2024 the year of the captive for small business
is 2024 the year of the captive for small business
13 Priority topics and accompanying questions to use as you speak with Captive Plan Managers about their approach to their "Fiduciary Duties" to the Company owners whose captives they administer. Links to important IRS rulings along with significant court cases.
help Business Owners Protect Their Success
Why The NON-Tax Benefits?
Why The NON-Tax Benefits?
Why The NON-Tax Benefits?
We are 100% focused on providing legitimate Risk Mitigation services and believe it is always in the best interest of the client to leave the tax strategy questions and conversations to the client's
trusted CPA/Tax Advisor, and Tax Attorney.
Why Our Risk Advisors
Why The NON-Tax Benefits?
Why The NON-Tax Benefits?
Our team of experienced and highly skilled Business Risk Advisors is committed to delivering exceptional education and results for our clients. Our team members bring a wealth of knowledge and expertise to every project we undertake.
Why We Are Different
Why The NON-Tax Benefits?
Why We Are Different
We are purely Insurance & Risk Experts. We focus on risk mitigation. We take a collaborative approach to consulting, working closely with our clients and their trusted advisors to understand their unique needs and develop solutions.
Contact Us
Schedule a Business Risk Discovery Call
Contact Fortuitous Risk
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