Helping Business Owners Manage Risk

Introducing our turn-key approach to forming and managing 831(b) captive insurance companies. With our customized solution you can use pre-tax dollars to create a substantial war chest to protect the business you have worked hard to build. A captive insurance company may be the best comprehensive business planning tool available to small business owners today.

 

Build a Financial War Chest with Montera

Based on a solid risk management platform, a properly structured captive insurance company has the potential for tax reduction, wealth accumulation, and asset protection. A captive may also be incorporated in estate planning strategies to accomplish generational wealth transfer. All seamlessly done with one experienced and professional captive management company.

Your business has uninsured risk. You owe it to yourself to examine the advantages of addressing that risk through your own insurance company.

 
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One Size Does NOT Fit All

Montera customizes each captive they form to the needs of each business and works out what's best for each captive owner. If you want a one-size fits all solution to your captive, please look somewhere else. More Info...

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The Montera Difference

Captive management companies are not created equal. Special knowledge and experience is necessary to form and manage a captive correctly. There are "must haves" and "must dos" for every captive. More Info...

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FREE Captive Review

If you already have a captive, is it meeting your needs, or do you have some questions? Is it legally bullet proof? Are there hidden issues that could come up when you need your captive the most? Are you in compliance with all regulatory and tax regulations? More Info...