ERM Utilizing a Captive Insurance Company

Case Study: ERM Utilizing a Captive Insurance Company

A multi-generational, family-owned business spanning construction, manufacturing, and hospitality was struggling under the weight of a fragmented and expensive insurance program. With hundreds of policies spread across multiple carriers, managing coverage had become complex, inefficient, and lacking in strategic value.

Download the case study to see how they did it—and how your business could, too.

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Case Study: ERM Utilizing a Captive Insurance Company

Download the case study to see how they did it—and how your business could, too.

Stronger Business Model

Improved Cost Controls

Wealth Accumulation

Advantageous Tax Treatment

Insurance Profits

Improved Risk Management

Asset Protection