At Management Services International, we provide assistance in the following areas:


  • Formation of Captives
  • Management of Captives
  • Certified Audits Performed Annually by Third Party Licensed CPA Firms
  • Income Tax Returns Completed Annually
  • Annual Insurance License Fees and Other Corporate Fees Renewed that are Associated with Running the Insurance Company
  • Annual Underwriting
  • Feasibility Study
  • Business Plan


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


  • Prepare nonqualified deferred compensation plan
  • Review and update the NQDC plan, as necessary, in order to ensure its ongoing compliance with applicable laws.
  • Provide consultation upon request regarding NQDC plan administration.
  • Prepare and submit the records necessary to keep the Trust in good standing with the state in which it was established.
  • Prepare and provide to the Trustee annual tax returns for the Trust. (If Applicable)
  • Prepare and timely provide to the Company the annual deferral election.


    Jeremy has been great to work with in my desire to make my business more profitable. His advice has allowed me to accomplish financial goals that are very difficult to reach in these uncertain times.
    — Terry & Sandi Leggett (President at Leggett Motor Carriers, Inc.)