Broker Check

Should you consider Captive Insurance for your business?

If your business is:

  • A profitable business entity seeking substantial annual adjustable tax deductions.
  • A business with multiple entities or those that can create multiple operating subsidiaries or affiliates.
  • A business with $500,000 or more in sustainable operating profits.
  • A business with requisite risk, currently uninsured or underinsured.

As a business owner are you:

  • Interested in personal wealth accumulation and/or family wealth transfer strategies?
  • Looking for asset protection?¹

If you or your business fits into any of these profiles - Captive Insurance may be an appropriate strategy for you.

¹ Journal of Accountancy

Captive Insurance Solutions

  • Captive Insurance is insurance or reinsurance provided by a company that is formed primarily to cover the assets and risks of its parent company or companies. Captive Insurance is essentially an "in-house" insurance company with a limited purpose and is not available to the general public. It is an alternative form of risk management that is becoming a more practical and popular means through which companies can protect themselves financially while having more control over how they areinsured.There are many advantages to a company when establishing a captive insurance company.

How We Can Help

If you haven't already, it's important for you to now acknowledge the growing need for a team of experts that can address your entire financial picture. At Heron Financial Partners we have created a network of qualified specialists to address those needs. We realize that our clients want to work with advisers who provide a high level of service in many areas. To that end we have assembled a team whose common goal is to clearly identify the issues and then ensure that the solutions crafted are truly effective.

  • Insurance Design
  • Defined Benefit Plans
  • Wealth Management
  • Active Investment Management
  • Tax Services