What I Do
Insurance Program Design: here, I start from scratch by looking at your company and industry. Then, I look at your existing insurance policies to see what's covered.
If you'd like, I offer a free review of your currently in-force insurance policies to see how they align with your risks.
Asset protection: this means we structure your business and assets within the confines of debtor/creditor law in such a way as to minimize the negative impact of shock events.
Corporate counsel: once an asset protection plan is in place, it's imperative to operate your business in compliance with the plan. This is where my corporate counsel services come into play.
If you'd like, I offer a free review of your currently in-force insurance policies to see how they align with your risks.
Asset protection: this means we structure your business and assets within the confines of debtor/creditor law in such a way as to minimize the negative impact of shock events.
Corporate counsel: once an asset protection plan is in place, it's imperative to operate your business in compliance with the plan. This is where my corporate counsel services come into play.
Request a copy of Captive Insurance in Plain English or The Lifetime Income Security Solution by filling out the form below.
My Books