Captive Operations & Services Videos

Gary Bowers

Choosing an Auditor or Tax Preparation Firm

In this video, Gary Bowers of Johnson Lambert provides captive owners with tips on how to choose an auditor or tax preparation firm.

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Gary Bowers

Areas of Focus in Captive Audits

Gary Bowers of Johnson Lambert details three areas (taxes, loss reserves, and investments) auditors are concerned with when dealing with captive insurance companies.

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How To Manage a Captive More Efficiently

Managing a captive efficiently comes down to having a streamlined approach. Captive managers coordinate multiple pieces such as actuaries, auditors, regulatory bodies, and financial statement preparation. A captive manager may want to look at a firm to help with back office support, according to Jeremy Colombik of Management Services International.

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What Makes a Captive Insurance Company Successful?

Jeremy Colombik, president of Management Services International, states that five factors come into play to make a captive insurance company successful: (1) determining the type of risk to put into the captive (actuaries/underwriters), (2) minimizing commercial insurance costs, (3) better risk management, (4) increasing risk awareness, and (5) tax benefits.

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Martin Ellis

Collateral for Captive Insurers

Martin Ellis, manager of Comerica Bank's Captive Insurance Group, says captive insurers mainly use letters of credit and reinsurance trusts for collateral.

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Martin Ellis

Custody for Captive Insurers

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.

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Martin Ellis

Why Letters of Credit Are the Most Popular Option for Captive Insurers

Martin Ellis, manager of Comerica Bank's Captive Insurance Group, explains why letters of credit (LOCs) are the most popular collateral option for captive insurers.

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Stewart Feldman

How To Select a Captive Manager

Stewart Feldman advises that a prospective captive owner should consider a number of factors before selecting a captive management team.

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Stewart Feldman

The Role of Advisers in Captive Insurance Planning

Captive insurance planning takes a team of people to put a program in place, according to Stewart Feldman, CEO of Capstone Associated Services.

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Alan Fleming

How To Assure You Are Optimizing Use of Your Captive

Alan Fleming of Airmic offers tips for optimizing the use of a captive insurance company.

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Stephen Nedwicki

Investing for Captive Insurance Companies

Investing for a captive insurance company revolves around the level of risk the captive is willing to take, according to Stephen Nedwicki of Comerica Bank.

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Mike O'Neill

Group Captives Prompt Members To Manage Their Own Risk

Michael J. O'Neill of ACIG explains how being part of a group captive insurance company catalyzes members toward better risk management including general safety and quality issues as well as risk-specific concerns.

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Mike O'Neill

Onboarding Process Critical When New Member Joins Group Captive

Michael J. O'Neill of ACIG explains the importance of having an onboarding process in place for new members of a group captive insurance company. This will serve to open up communication channels while highlighting changes to the new member's insurance program.

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Mike O'Neill

Tips for Group Captive Success

Michael J. O'Neill of ACIG discusses the importance of group captive members effectively handling their safety, quality, and document maintenance and retention programs and offers some strategies toward achieving these goals.

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Hugh Rosenbaum

Why Captive Business Is the Best Business

Captive insurance pioneer Hugh Rosenbaum explains the rationale behind the slogan, "Captive Business Is the Best Business," which largely relates to the degree of underwriting control captive owners may exercise and recognizes the captive's service to its members/original insureds.

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Mark Sims

Puerto Rico as a Captive Domicile

Puerto Rico as a captive domicile is unique because it falls under US federal law, US customs, and FDIC, but it does have sovereignty granted by Congress.

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Brady Young

Tips for Selecting a Captive Manager

For interviewing and selecting a captive insurance company manager, Brady Young of Strategic Risk Solutions says to look for experience in the captive insurance business, familiarity with the domicile, and the capability of the manager.

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Brady Young

Key Services Provided by a Captive Manager

Brady Young of Strategic Risk Solutions explains the various responsibilities of a captive insurance company manager.

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