Marion Consulting, LLC – Financial Services
Marion Consulting, LLC – Financial Services
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Should your clients form a Captive?

Home| Blog| Should your clients form a Captive?

29
Sep, 2015
By Mike Marion
  • Blog
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A “Captive” is an insurance company formed by a business owner for the purpose of insuring risks for their related and affiliated businesses. Captives can improve your clients’ risk management and risk financing, lower first-dollar insurance costs, fill gaps within existing coverage, improve cost control and internal cost tracking, create a profit center, and allow your clients access to the reinsurance market.

Read the article at the link below to learn about the upsides and downsides of Captive insurance companies, and see if they are right for your clients and their businesses.

Click here to view the article

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For more than 45 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.

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  • Important Estate Planning Development October 14, 2015
  • Should your clients form a Captive? September 29, 2015

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  • Irvine:
    7700 Irvine Center Drive
    Suite 800
    Irvine, CA 92618

    Phone: (714) 241-7114
    Fax: (714) 241-8143



  • Scottsdale:
    7001 N. Scottsdale Rd
    Suite 1055
    Scottsdale, AZ 85253

    Phone: (480) 922-5979
    Fax: (480) 471-3146
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