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


Brexit and Lloyds: Is this the Beginning or Is It the End

March 9, 2018

Michael Maglaras considers what Brexit means for the Lloyd’s of London market and for those with captive insurance companies in the Lloyds market. Read More


Watch Out for this Captive Insurance Claims Handling Pitfall

February 28, 2018

Lynn Sheils of EWI Reinsurance warns that the most obvious pitfall a captive management team can run into is paying claims that are not covered under the captive policy. Read More