Finance, Investments, and Accounting

Why Parents Fold Their Captive Insurance Companies

October 25, 2019

As is the case with virtually any type of business, not all captive insurance companies stay in business indefinitely. There are several reasons why parents fold their captives. Find out. Read More


Environmental Risks: The Perils of an "Unlikely" Loss Event

September 9, 2019

Industries such as self-storage facilities, dry cleaner chains, and real estate face environmental risks that are not obvious and are often overlooked. Middle market businesses subject to uncommon environmental risks that may lead to significant losses could benefit greatly from the cost-effective risk coverages afforded through a captive insurance company. Read More


Remove Impacts of Emotion and Reaction When Investing for Captives

August 26, 2019

As part of our ongoing commitment to provide thoughtful commentary concerning issues impacting captives and the broader insurance markets, we spoke with Stephen Nedwicki, institutional investment strategist with Comerica Bank. Our discussion focused on captive investment strategies and the outlook for investment portfolios. Read More


ERM Basics for Group Captives

June 5, 2019

In this primer for how group captives can begin the enterprise risk management (ERM) process and develop the necessary expertise, we explore why the board should have an ERM committee as well as its responsibilities and charter. Read More


Key Issues for Micro-Captives during an IRS Audit

May 22, 2019

The current state of the law regarding captives in the US Tax Court is important for micro-captive owners as they consider what approach to take going forward. A thorough review of the captive program can help establish an informed basis for decision-making both before and during an Internal Revenue Service (IRS) audit. Read More