Turning Business Risks into Assets

1. Protected Captives
Turning Business Risks into Assets
Mark Sims

2. What are Captives

3. Hidden Risks in your Business
3

4. Still Not Convinced?
4

5. Traditional
Insurance
Controls: Claims
Investments
Expenses
So why
bother with Risk
Management?

6. Manage Hidden risks
Custom Coverage
Better Risk Management
More Cash flow
Wealth Preservation
Captive Insurance
Company

7. 831(b) is more than
30 years old and
designed to deepen
insurance market for
smaller companies…
History
of captives

8. How does it work

9. Risk Distribution
PC 999
PC 001
PC 002
PC 005
PC 004
PC 003
MadRE
MadRE
Puerto Rico
Protected Captives
Tax Options
Shared risk

10. 10
Risk Sharing
Every Captive
pays pro rata
share.
Every claim
split 50/50 with
MadRE.
CAPTIVE
Risk
Reserve
 PC 001
 PC 002
 PC 003
 PC 004
 PC 005

11. 11
Premium Flow
Madison MADRE
60%to Captive
40%after
Claims Year

12. 1/3rd of Premium
1/3rd of Premium

13. Working with CapAltWorking with CapAlt

14. Why CapAlt?
Structure
Professionalism
Banking
Options
People

15. Formation
process?
Data
Feasibility
Select
Implement

16. Costs?
Startup Fee
Capital
Management Fee
Time

17. Risk Management Cash Flow Benefits Asset Protection
Estate Planning Investment Options Exit Strategy
Captive Gives you
17

18. MARK SIMS
VP OF BUSINESS DEVELOPMENT
msims@captivealternatives.com
c: 812-327-3341
p: 404-823-6200