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Protect your business. Ensure your future
tm
.
Join our preservation self-insurance program
Minimize risk
Optimize cash flow
Increases cash reserves
Offers Tax Advantages
Learn More
How we help
Risk Reduction
Higher Cash Flow/
Stronger Balance Sheet
Cash Reserves
Traditional
inflexible policy
You Keep $0
Fine Print Exclusions
No Flexibility
No Reserves
No Tax Benefit
Preservation
Self-Insurance
You keep most of every premium dollar
Covers the fine print
Structuring flexibility commercial policy
You own the reserves after claims are paid
Up to 40% more after-tax
The Preservation Process
1
Premiums are tax deductible
2
After claims, premiums become reserves
3
Reserves can be invested
4
You have access to reserves
Convert deductibles into financial assets
What Preservation Does
Learn More
Regulatory Compliance
Tax Filings, Reporting
Structuring
Claims Processing
Client Withdrawals
Consulting
Our track record
10+
Over 10 years of
captive management.
15
14 years of
captive ownership
Policy
customization
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