• Home
  • Case Studies
  • Indutry: Financial InstitutionsType of Service: Planning & Analysis

Indutry: Financial Institutions
Type of Service: Planning & Analysis

Family owned company sought tax effective method to issue dividends.

Worked with client to establish a captive that provided select coverages under its existing insurance program, i.e. liability and coverage for its primary insurance program’s loss deductibles. Captive program was designed to generate underwriting and investment gains that were used to fund its dividend program. Given the modest premium tax rate relative to the corporate tax rate, the program funded the dividend program under a more effective economic model.