Captive Videos
Pro Forma Financials for Captives
Pro forma financials provide an assessment of the expected financial results for the proposed captive insurance company. Learn More
How to Move Your Captive Insurer to a Different Jurisdiction
Bruce Wright of Eversheds Sutherland explains that the most common way to move a captive to a different jurisdiction is through a merger, often via redomestication. Organizations also use assumption reinsurance agreements, where the insured transfers liabilities to the new insurer, releasing the old insurer from obligations. Learn More
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. Read More
Do Captives Save Money
Do captives save money? The answer is yes and no. Read More
What Captive Owners Should Know About the 953(d) Tax Election
Bruce Wright of Eversheds Sutherland explains section 953(d) of the Internal Revenue Code, which allows non-US captive insurers to be taxed as domestic companies. He discusses the election process, potential termination, and the importance of compliance, advising protective returns if an audit threatens the 953(d) election. Read More
Turning Captive Insurance Strategy into Operational Reality
Learn how organizations move from exploring captive insurance strategy to executing daily operations, including roles, timelines, and processes for captive success. Read More
Communicating Changes in Your Captive Insurance Program: What to Know First
Before making changes to your captive insurance program, learn why early communication with your captive manager supports compliance and may reveal better strategic paths. Read More