webinars

Captive Insurance – The Year in Review
Recording Date: Wednesday, February 24, 2021 Description 2020 was a historic year for all sectors of the economy with the impact of the Covid-19 pandemic. The captive insurance industry was no different, with the pandemic putting pressure on the industry at the same time as the commercial insurance market saw hardening premium rates. How did the industry address these conflicting pressures and...

Navigating the Captive Taxation Landscape
Recording Date: Wednesday, January 20, 2021 Description The past couple of years have seen incremental changes in captive taxation including initial court cases involving captives taking the 831(b) election, state actions over self procurement taxes and the on-going effect of Federal tax reform. In this tax webinar we discuss the impact of these changes on the current captive taxation landscape...

Optimizing Captive Capital – The Benefits of Diversification
Recording Date: Wednesday, November 18, 2020 Description A hardening commercial insurance market and the economic impact from the on-going pandemic are coming together to put pressure on captives to do more with less. With constraints on capital, how does a captive decide which opportunities it should be underwriting and how best to use that capital. In this webinar we look at the benefits of...

Property Insurance Captives
Recording Date: Wednesday, October 14, 2020 Description With commercial market insurance rates hardening, many insureds are looking to captives as a potential solution. While captives have frequently been used for longer-tail risks, they can also be effective for property risks which have a shorter tail and higher severity lower frequency profile. They may even provide an answer to funding...

Medical Stop Loss Captives During Covid-19
Recording Date: Wednesday, September 2, 2020 Description One of the strongest recent trends in the captive industry has been the participation of captives in medical stop loss programs. Small to mid-sized employees have used group captive programs to get some control over their health insurance costs and transparency into their claims data, while larger employers have been able to leverage...

Economic Substance and Captives
Recording Date: Wednesday, July 22, 2020 Description After the introduction of the OECD’s 15 point Action Plan on Base Erosion and Profit Sharing (BEPS), many offshore jurisdictions passed legislation providing for enhanced economic substance requirements. Most captives in those jurisdictions have just completed their first year of compliance with the regulations. In this webinar we look at...

Understanding Fronting and Collateral Needs
Recording Date: Wednesday, June 24, 2020 Description For many captives, a key driver of feasibility and success is the availability of affordable fronting services and managing the collateral required in these arrangements. In this webinar we will explore the need for fronting and collateral and what is important in a fronting relationship. Specific topics covered will include: Why captives need...

Is a Captive Right For You – Key Questions To Ask
Recording Date: Wednesday, May 20, 2020 Description With the commercial insurance market hardening and uncertainty surrounding insurance capacity after Covid-19, many organizations are asking whether a captive could be an option to consider. In this webinar we look at several key questions that need to be answered before committing to a full feasibility study. These questions include: Am I big...

Captive Insurance Responses to a Pandemic
Recording Date: Wednesday, April 22, 2020 Description As many individuals, businesses and non profits face the economic consequences of the Covid-19 pandemic, how if at all can your captive insurance company provide relief? In this webinar we address this question from a number of different angles to determine how a captive could respond to the pandemic. Specific questions considered include: To...

Captive Insurance – The State of the Market
Recording Date: Thursday, February 27, 2020 Description In many ways, 2019 was a transitional year for the captive insurance industry with the shakeout from the 831(b) sector becoming clearer, while hardening commercial premiums saw greater interest in the use of captives in traditional property & casualty programs. At the same time, the use of captives in medical stop loss and other benefit...

I used SRS's consulting services before we were an SRS client. The folks are smart, quick, strategic in thinking. The displays were professional and well-explained.
Jan Klodowski, VP/Director of Captive Operations, Agri-Service Agency

Put simply, the SRS staff are the best in the business from my perspective.
Michael G. Jones, Esq., Senior VP & Chief Legal Officer, Cape Cod Healthcare, Inc.

Very intelligent managers/directors that offer a lot of support. Also very quick to respond to questions and provide technical information/advice.
Austin Berliner, Assistant General Counsel – Risk Management & Chief Real Estate Counsel, C&J Energy Services

Great service and access to whole team - from relationship manager to client account and support.
Matthew Copeland, Director, Ascent Medical Management, Inc.
