Captive Questionnaire

If you are interested in learning more about captive insurance oportunities, please take a moment to answer the following questions, and we will respond immediately to your request.

    Questions

    Agree

    Neutral

    Disagree

    My company does not have an effective loss control and risk mitigation program in place.

    AgreeNeutralDisagree

    It is difficult to receive competitive quotations for my company's insurance program.

    AgreeNeutralDisagree

    The rates for my insurance program have increased at much faster rates than other business expenses.

    AgreeNeutralDisagree

    My company has not been able to access desired insurance coverage or obtain reasonable prices for that coverage.

    AgreeNeutralDisagree

    I have been frustrated with how claims have been handled by my insurance carrier(s).

    AgreeNeutralDisagree

    My company has a consistent positive cash flow.

    AgreeNeutralDisagree

    My company is closely held or family owned.

    AgreeNeutralDisagree

    My company is willing to assume additional risk for greater rewards with my insurance coverage.

    AgreeNeutralDisagree

    My company has the ability to invest up to $200,000 for initial capital and formation of a captive insurance company.

    AgreeNeutralDisagree

    My company has paid significantly more for insurance premiums over the last 5 years than the amount paid out in claims.

    AgreeNeutralDisagree

    I am interested in learning about estate planning, business succession and income tax opportunities.

    AgreeNeutralDisagree