We describe our captive insurance specialty as "a niche ... of a niche ... of a niche." As a potential line of business, it's simply not profitable for law or accounting firms to provide captive insurance services until the service firm has at least 50 employees (and usually larger). But at that size, the accounting or law firm have priced themselves out of all but the largest markets, leaving smaller companies ($10-$100 million) with no captive insurance legal service provider option.
That's where we come in. We are almost always introduced to our clients via third-party service providers (accountants, lawyers, insurance agents) who've read our books to gain a basic understanding of captives. They then recommend us to their clients who may have a need for a captive. Because of our specialty, we don't compete with their accounting or legal services, allowing us to form a true partnership.
Yes, we're small. But our position grants us maximum professional independence to provide the best service to our clients. You should also consider that once you have a captive set-up, you'll have a new business to run. We'll help you with it, but our goal is to slowly turn over the primary operational responsibility to you the captive owner.
That's where we come in. We are almost always introduced to our clients via third-party service providers (accountants, lawyers, insurance agents) who've read our books to gain a basic understanding of captives. They then recommend us to their clients who may have a need for a captive. Because of our specialty, we don't compete with their accounting or legal services, allowing us to form a true partnership.
Yes, we're small. But our position grants us maximum professional independence to provide the best service to our clients. You should also consider that once you have a captive set-up, you'll have a new business to run. We'll help you with it, but our goal is to slowly turn over the primary operational responsibility to you the captive owner.