Five Facts About Captive Insurance That You Need To Know

In this presentation, Elevate Captive partners Dave Kotowski and Jerry Messick, along with Jeffrey Simpson of Gordon, Fournaris, and Mammarella P.A., discuss the importance of Captives, including the IRS guidelines. The presenters begin by summarizing the process of establishing a Captive, along with discussing red flags and the best candidates. They conclude with a step-by-step explanation of creating an exit strategy.

Learning Objectives: 

I.     Identify what is a Captive and what are the IRS guidelines 

II.    Summarize the process for establishing a Captive 

III.   Recognize red flags and the best candidates

IV.   Comprehend exit strategies for Captives