Trusted Captive Insurance Manager
Dave Cochran
Senior Risk Management Consultant
David has over 27 years of experience in the Executive benefits, Employee benefits and estate planning.
David has a vast understanding of Non-qualified executive benefits including deferred compensation, Supplemental executive retirement plans, split-dollar, etc. He helps clients understand why they should use non-qualified executive benefits. How to use them most effectively and how to design the plan to meet not only the executives needs, but the company’s needs and resources as well.
Since 2008, David has specialized in the Captive Insurance Company design and marketing for client’s in the Mid-Atlantic Region. His partnership with CIC Services, Inc. and James Coomes, Attorney, has helped clients control corporate risk, Cash flow, and taxes. David’s experience gives him the ability to evaluate employee benefits as well. These benefits include health insurance, group disability, group life and group long-term care. He helps clients understanding their current company benefits and how to improve those benefits.
David’s expertise doesn’t stop at corporate benefit plans. He has years of experience regarding estate planning. He keeps up with the changing laws and works with clients making sure they are on the right track. Dave educates his clients and is excellent at making complex planning issues into easy to understand concepts.
Recent Industry News
Kadau v. Commissioner — Captive Insurance that Wasn’t
The recent memorandum decision in Kadau v. Commissioner (T.C. Memo. 2025-81) provides a clear example of how the Tax Court currently analyzes micro-captive arrangements. Importantly, the opinion does not create new law; rather, it applies the well-established captive-insurance framework developed in Avrahami, Reserve Mechanical, Caylor, and Syzygy. We have previously distinguished how our clients do […]
United in Hope: CIC Services Leads Community Fight Against Blood Cancer
On November 6, CIC Services had the privilege of joining the East Tennessee community at Covenant Health Park in Knoxville for the annual Light The Night event. The evening was a powerful reminder of what can be achieved when people unite around a shared purpose. Surrounded by lanterns glowing in honor of survivors, in remembrance […]
CIC Services Appoints Jackson Arms as Vice President of Risk Management Consulting
CIC Services, LLC, a leading risk management consulting firm specializing in the formation and management of captive insurance companies, has named Jackson Arms vice president of risk management consulting. His appointment strengthens the firm’s advisory capabilities at a time when businesses across industries are increasingly looking to captives to gain more control over risk financing […]
CIC Services Accepted Into Forbes Finance Council
CIC Services has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms. Randy Sadler, principal and CMO for CIC Services, was selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record […]