What I Do

Insurance Consulting: if your company spends more than $100,000 in premiums/year and you'd like a free review of your current insurance program, please call me.  I routinely review insurance programs to see exactly what's covered.  

Insurance Program Design: here, I start from scratch by looking at your company and industry.  I then recommend a comprehensive program to limit your risk.

Complex Income Structuring: I explain this in more detail in my book, The Lifetime Income Security Solution.  Briefly, we divert income to future years using a variety of statutorily established techniques.



 

Request a copy of Captive Insurance in Plain English or The Lifetime Income Security Solution by filling out the form below.
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​My Books