๐ก๏ธ We're CPA-founded, working with the CPA, PFS, CFO, FA, Business Owner, Family Office & Attorney to form & manage captives for small to mid-market companies
Enjoyed seeing everyone online today - great questions, too! Our case studies & solutions give real-time pictures about the powerful value captives add to your business strategies. Got questions? [email protected] 888-944-5588 You can also complete our simple 3-minute Fea ...
Planning to talk to your business clients about 4th quarter strategies? Captives are a powerful tool that can be utilized right now! Learn more this Thursday, 9/9 at 10am CST at our live online event. https://t.co/Tfdl2rZnf2 #cpa#ceo#cfo#fa#ea#attorney#familyoffice
๐ฃ 2021 #FirstMonday Challenge ๐ฃ Head in to the Fall season ramping up your business social media pages! 1๏ธโฃ Leave one Comment on this post that contains all of YOUR business/company URLs. 2๏ธโฃ Like & Follow all those who do the same.
Mark your calendar & register today for our event next Thursday, 9/9 at 10am CST. We'll be sharing CASE STUDIES & SOLUTIONS during our monthly Captive Insurance 101 Zoom. Join us! https://t.co/Tfdl2rHMnu
#cpa#ceo#cfo#cfa#fa#ea#attorney#familyoffice#businessowner
Thankful for the opportunity to attend an in-person conference this week! We heard from some great presenters at the North Carolina Captive Insurance Association event. @NCCaptiveIns#nccia#cpa#cfo#businessower Learn more by joining us 9/8@10am CST https://t.co/Tfdl2rHMnu
The 3rd & 4th quarters are a great time to talk business strategies with your clients. And...they can still take advantage of the benefits captive insurance formation offers in 2021! Captives usually only take 30-45 days to set up. [email protected] 888-944-5588
Case Study // Protecting Your Business
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A pizza company transported cheese to their locations around the country in refrigerator trucks. If the truck refrigeration failed, the cheese would spoil causing a loss of product and a loss of pizza sales...