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Captive Insurance Companies (CICs) By: Roccy DeFrancesco, JD, CWPP, CAPP, MMB Founder: The Wealth Preservation Institute Co-Founder: The Asset Protection Society

Introduction ,[object Object],[object Object],[object Object],[object Object]

What is a Captive? ,[object Object],[object Object],[object Object],[object Object]

Type of Captives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Typical Ownership Structure Business 1 Captive Insurance Company Business 2 Business Owner

Why are Captives Formed? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Structuring a Captive ,[object Object],[object Object],[object Object],[object Object]

Costs to setup and run ,[object Object],[object Object],[object Object]

Domicile Selection ,[object Object],[object Object],[object Object]

Income tax reduction ,[object Object],[object Object],[object Object]

“ Real” Purpose of a Captive ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Establishing Premiums ,[object Object],[object Object],[object Object]

Typical non-traditional coverges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Example of an 831(b) ,[object Object],[object Object],[object Object]

Continued ,[object Object],[object Object],[object Object],[object Object],[object Object]

Estate planning ,[object Object],[object Object],[object Object]

Estate Planning ,[object Object],[object Object],Income tax savings $180,000.00 Estate tax savings 220,500.00 Total $400,500.00

For estate planning ,[object Object],[object Object],[object Object],[object Object],[object Object],Irrevocable Trust (IT) CIC Sam Gifts Seed Money Company Tax-Deductible Premiums

Purchasing Life Insurance (LI) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Life insurance ,[object Object],[object Object],Irrevocable Trust CIC Client Gifts Seed Money Company Tax-Deductible Premiums Life insurance policy CIC buys high cash value life insurance policy

Benefits of a CIC ,[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object]

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Editor's Notes