WATCH THE RECORDING OF OUR LIVE VIRTUAL EVENT BELOW
FOUNDATIONS OF 831(b) MICRO CAPTIVES
During This Video 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.
Who Is A Good Fit?
-1.png?width=330&height=250&name=Untitled%20design%20(52)-1.png "Untitled design (52)-1")
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.
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.
