At U.S. Captive Partners & Associates, we are all about turn-key systems. We spent many years perfecting these systems, so our clients never miss a beat when it comes to their captive. If you or your client are not currently working with us, give me a call and let me go over our system with you.
In the meantime, here are some questions to think about before 2023 sneaks up on you:
1. If you have not started thinking about your risk management objectives, you have to begin today.
2. What are everyone's schedules between now and the end of the year? If the decision maker or their advisor is not available, it can slow or even stop the process altogether.
3. Make sure EVERYONE, especially the decision maker, is made aware and understands the steps necessary for implementing the captive.
4. Once our team gets involved, our turn-key system involves processes which need to be addressed at certain stages. It is critical to respond quickly so we can meet the year-end deadlines.
Do you want to know more about how you can protect your business from risk by creating your own 831(b) Captive Insurance company?
Call me directly or visit our Captive 101 section on our website by
Clicking Here.
Sincerely,