Health Checking Your Captive

 

 

 

Description

With changes in captive legislation, tax reform, and fluctuating commercial market conditions, does your captive strategy still make sense? Has your captive outgrown its original mission or could it add value in other areas? In this webinar we look at the key strategic and operational questions to be addressed as part of a health-check of your captive. Topics covered include:

  • The appropriateness of the current captive program
  • Domicile choice and whether to re-domicile
  • Capital optimization
  • Operational efficiency of the captive
  • Investment policies and strategy
  • Corporate governance issues

The webinar is suitable for all captive owners and anyone looking to understand the strategic and operational issues facing captives.

Presenters

Brady Young, President, Strategic Risk Solutions. Brady has over 30 years’ experience consulting to captives. He has been involved in the formation of numerous captives and has provided strategic and operational consulting to many of SRS’s clients. He has led SRS and its captive services for the past 20 years.

Michael O’Malley, Managing Director, Strategic Risk Solutions.  Mike leads Strategic Risk Solutions’ consulting practice providing feasibility studies, financial analysis and strategic reviews for single parent, cell and group captive programs.  He has over 20 years’ captive consulting experience and has been at the forefront of some of the industry’s major innovations including the first DOL approval to insure employee benefits in captives and the creation of the world’s first series LLC captive.

Recording Date

Tuesday April 24, 2018