Scott Hamilton discusses the use of captive insurance companies for: Income tax benefits Risk Management Business tax planning Estate planning All of these benefits can be substantial for the right company. As a business owner or as a professional working with business owners, you will want to learn about captive insurance planning to help reduce taxes, protect assets, manage risk, transfer wealth and much more.

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Agenda
 Benefits
 Best Prospect
 Case Study
 Risk Examples
 Results
 Next Steps

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Strategic Partners

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Benefits
 Wealth accumulation
 Tax savings
 Asset protection
 Minimize/reduce insurance costs
 Customize risk coverage
 Wealth transfer

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Best Prospect
 Successful business or profession
 Uninsured risk
 Free cash
 Taxable Income

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 Developers
 General Contractors
 Subcontractors
 Manufacturers
 Professional Services Firms
 Franchisees
 Restaurant / Hotel Chains
 Physician groups
 Hospitals
Best Prospect

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Case Study 1
 Manufacturing company (C Corp)
 $45M sales
 Operations in and out of the US
 300 employees
 Net profit - $6.5M annually
 Significant insurable risks
 Premium to insure risks - $1M+

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Case Study 2
 Oil & Gas Services/Drilling company (S Corp)
 $5M sales
 Operations in the Midwest and southwestern US
 22 employees
 Net profit - $1.5M annually
 Significant insurable risks
 Estimated premium to insure all risks - $1M+

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+
Asset Protection

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+
Asset Protection
Tax Savings (Fed) $800k $180k

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+
Asset Protection
Tax Savings (Fed) $800k $180k
Tax Savings (State) $250k $48k

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+
Asset Protection
Tax Savings (Fed) $800k $180k
Tax Savings (State) $250k $48k
Annual Premium Savings - $21k

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Results
Case 1 Case 2
Wealth Accumulation $4.6M+ $850k+
Asset Protection
Tax Savings (Fed) $800k $180k
Tax Savings (State) $250k $48k
Annual Premium Savings - $11k
Wealth Transfer -

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Risk Coverage-Examples
 Directors and officers liability
 Regulatory action (loss of license to operate)
 Key person
 Business interruption
 Confidential data

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Next Steps
 Call for conversation
 Suitability questionnaire

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Scott Hamilton, CEO
InKnowVision, LLC
www.inknowvision.com
scott@ikvllc.com
630-596-5090 x80
Questions or Comments?