Finance, Investments, and Accounting

Domiciling Captives in Home States To Manage Premium Taxes

August 7, 2017

John S. Alberici, of Alberici Corporation, discusses how ambiguities in legislation and premium taxation issues can be addressed by domiciling a captive insurer in a company's home state. Read More


Common Myths about the Captive Insurance Industry

July 21, 2017

Jeremy Colombik, president of Management Services International, discusses common myths about the captive insurance industry: (1) all captives are tax shelters, (2) all captives are offshore, (3) captives do not provide additional coverages, (4) captives are not a good business decision, (5) only Fortune 500/1000 companies are good for captives. Read More


Is Captive Insurance Right for Your Business

July 19, 2017

Do the benefits of forming a captive insurance company exceed the costs? Jeremy Colombik, president of Management Services International, says this boils down to educating the client of all the benefits that a captive insurance company may offer. Read More


What Are the Financial Benefits of a Deductible Reimbursement Policy

July 19, 2017

An operating company may achieve immediate financial benefits by using a captive insurer to issue a deductible reimbursement policy for its high deductible retentions. The tax implications for reimbursement policies for high deductibles are explained in this video by Martin Eveleigh from Risk Management Advisors. Read More


The Case for Passive "ETF" Investing Grows Stronger for Captives

June 28, 2017

For captives, especially smaller captives or group captives, passive investing can help reduce frictional investment expenses in a low yield, total return environment. A recent S&P webinar and "Wall Street Journal" article strengthen the argument for passive investing, thereby reinforcing a case for captives' use of passive investing. Read More