Protect Your Business
Ensure Your Future^TM

Mitigate risk

Increase cash flow

Establish Pre-Tax Reserves

Risk Mitigation
Cover what others exclude with tailored protection.
Retain Higher Cash Flow
Keep more capital working for your business.
Pre-Tax Reserves
Build reserves you own and control.

Business professional in an office setting

A Smarter Approach to
Risk and Capital

Mitigate Risk Calculator

Traditional Inflexible Policy

You keep $0
Fine Print Exclusion
No Flexibility
No Reserves
No Tax Benefits

Preservation Self-Insurance

You keep Most of Every Premium Dollar
Covers the fine print
Structuring flexibility
You own the reserves after claims are paid
Up to 40% more after-tax

The Preservation Process

01

Premiums are tax deductible

02

After Claims Pre-Tax
Premiums Become Reserves

03

Reserves can be invested

04

You have access to reserves

Converting Risk Into
Tax-Deductions & Financial Assets

What Preservation Does

Regulatory Compliance

Tax Filings, Reporting

Structuring

Client Withdrawals

Consulting

Claims Processing

Strategic Corporate Partnership

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