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. Considerations in Taxation. Paul Philips. EY. Partner. Doug Harrell. KPMG. Partner. Overview. Captive Overview. Benefits of Insurance Company Treatment. Shareholder Tax Implications. Qualifying as an Insurance Company. 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.". Lucy A. Steitz, CFP ®. CoreStates Capital Advisors, LLC. (267) 759-5000. What is a Captive?. A privately-owned limited purpose insurance company . It is licensed in a U.S. state or foreign jurisdiction. IRC 831 (b).. Insurance Division. Cayman Islands Monetary Authority (“CIMA”. ). Licence Categories, Regulations, Admissible Assets. Topics for Discussion. September 24, 2014. Introduction to the Insurance Law, 2010. 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. 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. 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. Cayman Captive Forum. December 4, 2013. Tim. Rice. President and CEO. Cone Health. Greensboro, NC. Chairman. Health Care Casualty Insurance Limited. Health Care Casualty RRG, Inc.. Mark O’Bryant. President and CEO. Risk Summit 2014. Captive Primer. A limited purpose, licensed insurance company, the main business purpose of which is to insure the risks of the captive’s . owners. A risk assumption vehicle. An insurance or reinsurance company. CT Captive Symposium, October 25, 2017. Rocco Mancini, Marsh Captive Solutions. Alicia Miller, Crowe Horwath . Colin Finch Milliman. Janet Grace, CT Insurance. Dept., Moderator. What is a Captive?. A captive insurance company is a . Steve . McElhiney. – CICA Board Chair. Captives and CICA – Moving Forward. Adopt a watching . strategy on Regulatory risks. Broad based networking & Student Initiatives. Captive Innovation. CICA Today:. Insurance. . World. SRMC . Presentation. October. . 23, 2014. Prepared by:. Kathryn Marsh. Somers Risk Consulting . kmarsh@somersriskconsulting.com. Somers Risk Consulting 2014. 1. Somers Risk.