Closely Held Insurance Company

 

Do you work with business owners that have gross revenues of one million or more per year? Are your clients looking for better management of risk? Do your clients enjoy benefits that exceed the cost? Captive Insurance is a great business solution if it is done for the right purpose. Business owners do not need to be fortune 500 companies to participate in this solution. This free CPE course will help you understand and become more well versed in the main benefits of forming a captive insurance company and how it can be a great business solution for your clients.  Become an industry leader, a resource for your company and your clients.

Learning Objectives

When you complete this course, you will be able to:

  • – Recognize clients that qualify for captive insurance.
  • – Suggest and briefly explain captive insurance.
  • – Identify various types of exposures and possible coverages for their associated risks.
  • – Know the main 5 benefits of captives.

 

Topics Discussed

  • – Types of Captives
  • – Who Qualifies for Captive Insurance
  • – Insurance Coverages available that are not offered with traditional carriers

 

COURSE CODE: MSICAPTIVE101

FIELDS OF STUDY: Accounting, Specialized Knowledge

CPE CREDIT HOURS: 2 Total (1 for Accounting and 1 for Specialized Knowledge)

KNOWLEDGE LEVEL: Basic

INTENDED AUDIENCE: CPAs who work for business owners & high net worth individuals who need to obtain a basic understanding of captive insurance.

PREREQUISITE: None

ADVANCED PREPARATION: None

DELIVERY METHOD: Group Live

LOCATION: 3820 Merton Drive Suite 212, Raleigh, NC 27609

REGISTRATION FEE: No Fee, Free Lunch

FIRST OFFERING: September 20, 2017

THIS IS A LUNCH & LEARN EXPERIENCE

LUNCH WILL START @11:15

THE COURSE COMMENCES @11:30

To register: Contact us via email to [email protected] before 9-5-17 and you will receive email confirmation from

Amye King, National Sales Manager

Management Services International

[email protected]

847-284-2969

 

For more information regarding any concerns or program cancellation policies, please contact our offices at 787-800-3359.

 

Management Services International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.