Protect Your Business
Ensure Your Future^TM

Mitigate Risk

Increase Cash Flow

Establish Pre-Tax Reserves

Do I Qualify?
Business proprietors with an annual revenue of $1.5 million or more who are seeking strategies to minimize risk and safeguard their cash flow.
What Is Self Insurance?
Tax savings as an ideal approach for business owners to protect uninsured & underinsured risks, rising premiums, reduced coverage, and unpredictable market conditions.
How Does This Benefit My Business?
Our plans are specifically crafted to support small and medium-sized businesses by offering a robust safety net for risks that traditional insurance policies often miss.

Business professional in an office setting

A Smarter Approach to
Risk and Capital

Mitigate Risk Calculator

Traditional Inflexible Policy

You keep $0
Fine Print Exclusion
No Flexibility
No Reserves
No Tax Benefits

Preservation Self-Insurance

You keep Most of Every Premium Dollar
Covers the fine print
Structuring flexibility
You own the reserves after claims are paid
Up to 40% more after-tax

The Preservation Process

01

Premiums are tax deductible

02

After Claims Pre-Tax
Premiums Become Reserves

03

Reserves can be invested

04

You have access to reserves

Converting Risk Into
Tax-Deductions & Financial Assets

What Preservation Does

Regulatory Compliance

Tax Filings, Reporting

Structuring

Client Withdrawals

Consulting

Claims Processing

Strategic Corporate Partnership

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