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

Our track record

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

Get in touch.

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