Benefits of a Captive Insurance Company

Risk Management

Captive insurance companies provide their owners with the following general risk management benefits:

  • Access to insurance products not readily available from standard insurance brokers
  • Ability to custom-tailor insurance policies for a specific business or industry
  • Stability of premium pricing and flexibility of premium payments
  • Assurance that desired coverages will be available and will not be cancelled
  • Control over policy underwriting including limits and deductibles
  • Streamlined and expedited claims processing
  • Enhanced loss prevention through increased incentive to reduce claims
  • Rapid accumulation of a financial war chest to protect your business

Wealth Management

Captive insurance companies can provide their owners with the following general wealth management benefits:

  • Opportunity to recoup underwriting profit
  • Favorable tax treatment under section 831(b) of the U.S. Tax Code
  • Wealth transfer when the captive is part of a comprehensive estate plan
  • Asset protection and removal of wealth from the reach of creditors
  • Wealth accumulation as the captive invests its reserves and surplus