Workshop: Taking Advantage of the 831(b)

Wednesday, October 30, 2024 | 10:00 - 11:00 AM

Learn how to transform business insurance expenses into revenue-generating assets

We'll discuss the following: 

• Tax-Deferred Growth – Accumulate pre-tax reserves until they are used for claim payments or distributed to the captive shareholders.
• Risk Management and Protection – Customize insurance and protect against unique business risks not covered by traditional policies.
• Build Wealth Through Premiums – Convert business insurance expenses into income-generating assets.
• Flexibility in Coverage – Tailor your coverage to address specific financial risks, including litigation, cyber threats, and natural disasters.
• Enhanced Cash Flow – Retain and reinvest unused premium funds for the future of your business.
• Dividend Potential – Distributions from an 831(b) captive are taxed at a dividend tax rate rather than ordinary income.

USI Insurance Services
1100 E 6600 S Ste 280
SLC, UT 84121