Captive Insurance Companies: Old Idea, New Applications,
CIE State CE Credit Approvals
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† New York Residents: To receive CE credit you must be present at the live broadcast.
A live Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.
National Broadcast Dates
November 16, 2011 1:00–3:10 p.m. ET
*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. The list of Chapters that have purchased this VTC is below. Contact them directly to get the details. If your Chapter is not listed, contact your Chapter about its plans to present this program.
Listen to a 12-minute podcast on Captives.
As more states allow the formation of captive insurance companies, financial advisors need a solid understanding of this alternative way to insure risk and the benefits it can provide for their business owner clients and themselves. Creating a Captive Insurance Company is much like any other business…once established the owners have obligations, profits and losses and thus are in need of business planning, estate planning, risk management, asset management and a clear understanding of the uses of insurance in these planning situations. Because of the unique and specific laws governing insurance companies, it requires a team of advisors with the skills to handle the accounting, legal, life insurance, investment management, and other transference issues that arise. The planning team must be thoroughly knowledgeable about traditional estate and wealth transfer planning as well as the specific insurance company regulations that limit planning options. This program features a specially chosen panel of experts who will explain the formation, benefits, business and estate planning strategies for owners or Captive Insurance Companies. Attendees will come away with knowledge of how a captive insurance company can enhance a client's competitive advantage as well as the planning techniques it creates for a wide range of financial advisors.
Attendees will learn:
Who should attend?
Financial planners, insurance producers, investment advisors, and retirement counselors.
Panel of Experts
If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org