InKnowVision Bonus HNW Webinar - Captive Insurance Planning PPT

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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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InKnowVision Bonus HNW Webinar - Captive Insurance Planning PPT

  1. 1. ©2013. InKnowVision LLC. All rights reserved.www.inknowvision.com P: 630-596-5090
  2. 2. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCAgenda Benefits Best Prospect Case Study Risk Examples Results Next Steps
  3. 3. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCStrategic Partners
  4. 4. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCBenefits Wealth accumulation Tax savings Asset protection Minimize/reduce insurance costs Customize risk coverage Wealth transfer
  5. 5. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCBest Prospect Successful business or profession Uninsured risk Free cash Taxable Income
  6. 6. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLC Developers General Contractors Subcontractors Manufacturers Professional Services Firms Franchisees Restaurant / Hotel Chains Physician groups HospitalsBest Prospect
  7. 7. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCCase 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+
  8. 8. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCCase 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+
  9. 9. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+
  10. 10. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+Asset Protection
  11. 11. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+Asset ProtectionTax Savings (Fed) $800k $180k
  12. 12. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+Asset ProtectionTax Savings (Fed) $800k $180kTax Savings (State) $250k $48k
  13. 13. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+Asset ProtectionTax Savings (Fed) $800k $180kTax Savings (State) $250k $48kAnnual Premium Savings - $21k
  14. 14. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCResultsCase 1 Case 2Wealth Accumulation $4.6M+ $850k+Asset ProtectionTax Savings (Fed) $800k $180kTax Savings (State) $250k $48kAnnual Premium Savings - $11kWealth Transfer -
  15. 15. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCRisk Coverage-Examples Directors and officers liability Regulatory action (loss of license to operate) Key person Business interruption Confidential data
  16. 16. www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCNext Steps Call for conversation Suitability questionnaire
  17. 17. (630) 596-5090 www.InKnowVision.com All Content Copyright © 2013 InKnowVision, LLCScott Hamilton, CEOInKnowVision, LLCwww.inknowvision.comscott@ikvllc.com630-596-5090 x80Questions or Comments?

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