May 21 2020

Webinar: Helping Your Small & Middle-Market Business Clients Keep Assets In Play

In case you missed it, CIC Services has developed a webinar focused on helping CPAs, financial advisors and insurance brokers set themselves apart from the competition by helping your clients (and prospective clients) keep their money “in play.”

In this webinar, CIC Services discuss the six forces that take assets out of play for small and middle-market business clients and provide powerful strategies to counter all six forces. This information can help you to become an even more trusted advisor and bring valuable strategies to help your clients keep more money on the table and accumulate wealth.

Watch the full recording below:

Captivating Thinking

Repeal Of Chevron Doctrine Bodes Well For Captive Insurance

The Supreme Court of the United States (SCOTUS) recently issued a very important ruling overturning the Chevron Doctrine. This ruling reins in the out-of-control administrative state and restores Constitutional balance between the Executive and Judicial branches of government. To understand why this is so, a little background is necessary: With limited exception, our Constitution gives […]

Captivating Thinking, Recent Headlines

CIC Services, LLC Named 2024 Captive Manager of the Year for Unmatched

The designation marks the third time and second consecutive year CIC Services has been chosen. CIC Services, LLC is proud to announce that it has been named Captive Manager of the Year (<$1bn GWP) for 2024 by Captive Review. This prestigious recognition marks the third time CIC Services has received this honor and the second […]

Captivating Thinking

Shoshanna Simmons of CIC Services Named to Captive International’s 40 Under 40 List

CIC Services, LLC is proud to announce that Shoshanna Simmons, director of risk and underwriting, has been selected as one of Captive International’s 40 Under 40. This prestigious recognition celebrates the brightest young talents in the captive insurance industry, highlighting individuals poised to become the next generation of global leaders in the sector. Shoshanna’s selection […]

Stronger Business Model

Improved Cost Controls

Wealth Accumulation

Advantageous Tax Treatment

Insurance Profits

Improved Risk Management

Asset Protection