Protect your business.
Ensure your
futuretm.

Join our preservation self-insurance program

  • Minimize risk
  • Optimize cash flow
  • Increases cash reserves
  • Offers Tax Advantages
Learn More

How we help

Risk Reduction
Higher Cash Flow/
Stronger Balance Sheet
Cash Reserves

Traditional
inflexible policy

You Keep $0
Fine Print Exclusions
No Flexibility
No Reserves
No Tax Benefit

Preservation
Self-Insurance

You keep most of every premium dollar
Covers the fine print
Structuring flexibility commercial policy
You own the reserves after claims are paid
Up to 40% more
after-tax

The Preservation Process

1
Premiums
are tax
deductible
2
After claims, premiums become reserves
3
Reserves
can be
invested
4
You have
access to
reserves

Convert deductibles into financial assets

What
Preservation
Does

Learn More
Regulatory Compliance
Tax Filings, Reporting
Structuring
Claims Processing
Client Withdrawals
Consulting
Strategic Corporate Partnership
Atlanta Home Builders Association.

Our track record

10+
Over 10 years of
captive management.
15
15 years of
captive ownership
Policy
customization

Get in touch.

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