Advanced Captive Insurance Strategies for Successful Business Owners

Speakers: R. Wesley Sierk, III, ACI, ARM, ChFC

Year: 2019

In today’s hyper-competitive world, business owners are looking for every advantage they can get when it comes to reducing risks, insurance costs and mitigating taxes. Wes Sierk discusses some of the advanced captive insurance strategies being used successfully after tax reform. This session will show you exactly how to turn existing insurance premiums – medical insurance, workers compensation and other existing coverage into revenue for you, insurance premiums, increased fees and assets under management.Session takeaways:• Learn what a captive insurance company is and how they work• Get tips to quickly identify an ideal prospect• Hear real-life examples illustrating how the captive was used and the income earned by the planner involved

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