Captive Insurance

Captive InsuranceThe most basic rule of insurance is to insure first that which you can least afford to lose.  Your business most certainly fits that description, and you spare no expense to insure it against loss.  That expense however, is based on the collective risk profile of the insurers’ clients.

What if you could isolate your risk profile and only pay the premiums that belong with it?  What if you could turn this necessary expense into a wealth accumulation and/or transfer strategy instead, while simultaneously enjoying current tax deductions; and all courtesy of the Internal Revenue Code?  Please, join us for a conversation on how a Captive Insurance Strategy may be of value to your business.

**Creation of the captive insurance company subsidiary is arranged by an independent third party specialist.




Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: FL,NJ,NY. Joseph Yagar is insurance licensed in the following states: FL,NJ,NY. Check the background of this investment professional on FINRA’s BrokerCheck.