PPT-An Introduction to Captive Insurance

Lucy A Steitz CFP CoreStates Capital Advisors LLC 267 7595000 What is a Captive A privatelyowned limited purpose insurance company It is licensed in a US state or foreign jurisdiction IRC 831 b. Presentation 2013. Captive / Actuarial 101. 2. Joseph A. . Herbers. Managing . Principal. Fiona J. Moseley. President & Director. Julie E. Robertson. Partner. " Everything you wanted to know and were afraid to ask… An introductory session to cover practical guidelines on legal, actuarial and regulatory matters during the formation and operational stages of a new captive.". How to conserve and manage specific species populations. Jenny J. Warnken. Global Biodiversity. *The variety of living . organisms. and the variety of . processes. t. hat . support. these organisms* . Insurance Division. Cayman Islands Monetary Authority (“CIMA”. ). Licence Categories, Regulations, Admissible Assets. Topics for Discussion. September 24, 2014. Introduction to the Insurance Law, 2010. &. Actuarial 101. Chad Kunkel. Artex Risk Solutions. Division Executive Vice President. Joe Herbers. Pinnacle Actuarial Resources, Inc.. Managing Principal. TC Leshikar. KPMG. Director, Tax. What is a Captive?. What they are and how they work . Educate – Evaluate – Elevate. History of . c. aptives . &. what they are. How captives are used . &. what makes a good prospect. The . Captive Wrap Program™. Edmund O’Sullivan, Chairman, MEED Events. . MEED Insight/QFCA seminar, . Riyadh, 26 February, 2012 . Captives have become increasingly common. Majority of world’s largest listed companies have captive subsidiaries. . Galen Buisson, BancorpSouth Insurance Services. Marc LaPointe, USA Risk Group. The Captive Marketplace. $8.354 Billion in Premiums for 2011. 25-35% of the commercial market. Over 70% of the Fortune 500 have captives. Once the limiting factors have been addressed it might be time for intensive management. last resort. expensive. difficult to make succeed. Beck et al. 1994-- 11% successful. Griffith et al. 1989-- 19% successful. Environment and Middle Market Update/Activity. Society of Risk Management Consultants . April 8, 2016. Panelists. Patrick Theriault. Managing Director, Strategic Risk Solutions. Charles (Chaz) Lavelle. Taking Control . of . Your Insurance Destiny. An . insurance. . company. . but is also . controlled. by those members. .. that not only. . provides. . coverage . to. its members . Rent-a-Captive. Today‘s Speakers. Panelist and Moderator. Mike Meehan, . CIC. , CRM. Consultant – . Milliman. , Inc.. Panelists:. Anne Marie Towle, CPA. Senior Consultant – Willis Global Captive Practice. Ira . Session 1. Kieran O’Mahony, SVP Marsh. Derek Shanahan, Underwriter, Aon. Captive Basics Course 2016. Overview . 1. History of Cayman Domicile. Kieran. 2. Understanding. Risk. Derek. 3. Principles of Insurance. Moderator: Richard Cutcher, Editor, Captive Review. Panelists. :. Paul Woehrmann, Head of Captive Services, Zurich Insurance Company. Todd Cunningham, Head of Strategic Risk Solutions, Zurich Financial Services. October 26, 2017 . MICHAEL SERRICCHIO, JD . MANAGING DIRECTOR. Marsh Captive . Solutions. DAWNE DAVENPORT , ACAS, MAAA. SENIOR VICE PRESIDENT. Marsh Captive . Solutions. GLENN SASLOW . AUDIT PARTNER.