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.
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...
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...
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...