Finance, Investments, and Accounting

5 Questions Concerning Your Captive's Asset Allocation Model

April 4, 2018

Given recent changes in investment markets, captive insurers should take another look at their asset allocation models. A recent Strategic Asset Alliance presentation presents five potential shortcomings in assets allocation models and five key questions to ask your investment manager concerning their asset allocation model. Read More


Captive Insurance and Direct Placement Taxes Explained

March 12, 2018

Direct placement taxes apply to both surplus lines placements as well as placements with any nonadmitted company, such as a captive insurer. Read More


Insights into the Avrahami and Feedback Decision

March 12, 2018

The US Tax Court decided two cases, Avrahami v. Commissioner and Feedback v. Commissioner, and the formation and operation of a captive insurer. Read More


2018 Musings on Captive Insurer Investments

January 24, 2018

What does 2018 have in store for captive insurer investments? We look at investment return assumptions and new accounting regulations. We also suggest some questions that should be raised by the captive board members concerning the investment portfolio. Read More


Custody for Captive Insurers

January 12, 2018

Martin Ellis of Comerica's Captive Insurance Group says custody for captive insurers is the safekeeping of a captive's financial assets in an account. Read More