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Protect your business. Ensure your future
tm
.
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
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