LIVE VIRTUAL EVENT: THE FOUNDATIONS OF

831(b) MICRO CAPTIVES

Debunk common myths of the 831(b) tax code and learn how these essential tax-deferred risk mitigation tools can protect a business from under and uninsured risks.
NOVEMBER 14, FROM 8:30 - 9:30 AM MST
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TAKE THE FIRST STEP IN UNDERSTANDING THE 831(b) TAX CODE

Attend Our Virtual Educational Event

During This Event You Will:

  • Learn how 831(b) plans allow businesses to use tax-deferred dollars to reserve funds for future risks.
  • Debunk common myths of 831(b) plans.
  • Explore the most common risks that 831(b) plans have been used for that are commonly uninsurable by traditional means.
  • Discover how 831(b) plans can be customized to suit specific business needs, offering flexibility in coverage.
  • Learn from case studies showing how companies have successfully leveraged 831(b) plans to cover loss from unanticipated and underinsured events.
  • Understand the difference between 831(b) plans and traditional insurance and how risk pools help spread out liability.
This event will not be recorded. Register now to attend live.

Register Now to Save Your Spot!

We will be giving out mobile Starbucks Gift Cards to the first 50 people who sign up to join us!

*Must attend the event to receive your gift card. Join us for breakfast, and we will buy your coffee!

Is an 831(b) Plan is Right for My Business or Client? 

Who Should Attend

Learn how to create a tax-deferred war chest for uninsured risks such as lawsuits, warranties, brand protection, supply chain interruptions, political risks, and more.
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BUSINESS OWNERS

Founders, CEOs, CFOs, and Decision Makers

If you have business risk concerns that keep you up at night, this is a great opportunity to learn how to utilize a tax-deferred solution to mitigate risks. This is an ideal solution for closely held companies grossing $1 mil - $40 mil. Fortune 500 companies have been utilizing this tool for decades, and now it's available for small-to-mid-size businesses to take advantage of as well. 

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TRUSTED ADVISORS

CFPs, RIAs, CPAs, Insurance Agents, Attorneys, & Consultants

This is an essential tool to have in your tool chest to help your clients effectively manage risk with pre-tax dollars. An 831(b) Plan is a 40 year old tax code strategy can help combat the hardening of the traditional P&C insurance market and funds can be managed by a financial advisor. Be the advisor to bring these solutions to your clients. If you don't, someone else will. 

WHAT?

The Foundations of 831(b) Micro Captives - Tax-Deferred Risk Mitigation for Business

WHEN?

November 14th from 8:30 AM - 9:30 AM
Mountain Standard Time

WHY?

Sleep better at night knowing that your business and/or your clients are protected from unanticipated risks

REGISTER NOW TO SAVE YOUR SPOT!

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