CAPTIVE INSURANCE WORKSHOPS

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2018 Pittsburgh Captive Insurance Workshop

Learn why a rapidly growing number of businesses are turning to Alternative Risk Financing Programs to dramatically lower their insurance costs by up to 60%.

Are You Feeling Frustrated and Overcharged?

 

When it comes to controlling and managing your insurance program and premiums, the odds are you will probably agree with at least a few, if not all, of the following statements from other business owners:

 

  • The insurance companies take more of your money than they pay out in claims on your behalf.
  • It takes a lot of time to shop your insurance, and you still don’t receive results you are satisfied with.
  • Insurance companies don’t seem to listen to you when it comes to paying your claims.
  • You do not like to be blindsided by a large premium increase.
  • The hard and soft insurance marketplace pricing makes it challenging to properly budget.
  • The insurance industry is not very transparent.
  • You feel the insurance company has too much control, especially when it comes to how they manage and settle your claims.
  • There appears to be a lack of creativity when it comes to dealing with your business’ risks.
  • That feeling of being overcharged leaves you yearning for more cost-effective options.

 

So, how do you end this frustrating cycle of purchasing insurance that leaves you wanting more?

 

IT IS SIMPLE, JUST ATTEND THE FREE WORKSHOP…

Register for the 2018 Pittsburgh Insurance Captives Workshop —TODAY!

 

Wouldn’t you like to improve your insurance program and keep those excess premiums for yourself, all while reducing your headaches and the frustrations of dealing with the traditional insurance marketplace?

 

Date: Wednesday, May 16, 2018

 

Time: 8:00 am to 11:30 am

   *Breakfast Served at 8:00 am

 

Location:

Oakmont Country Club

1233 Hulton Rd

 Oakmont, PA 15139

 

To Register - Click Here

 

 

What You'll Learn

 

Captives are not a new concept; they have been around for over 100 years. From around 1,000 captives in 1980, there are now over 7,000, according to a September 2014 report by Conning Research & Consulting, and each captive can insure anywhere from one to hundreds of businesses. In fact, there has been more than a 35% increase in captives in the past 10 years as business owners become more sophisticated and demand better use of their capital. As a result, more and more businesses have turned to captives.

Navigating Captives

SECTION 1

INTRODUCTION TO CAPTIVES

 

SECTION 2

CAPTIVE BASICS

 

SECTION 3

BENEFITS OF GROUP CAPTIVES

 

SECTION 4

TYPES OF CAPTIVES

 

SECTION 5

IS A CAPTIVE RIGHT FOR ME?

 

SECTION 6

HOW TO JOIN A CAPTIVE

 

SECTION 7

831(b) CAPTIVES

 

SECTION 8

HEALTH INSURANCE CAPTIVES

 

SECTION 9

TURNING PREMIUMS INTO PROFITS BOOK

 

SECTION 10

CAPTIVE INSURANCE WORKSHOPS

The Operation, Structure, Selection, and Finances of a Captive

 

Find out how captives work, and the various types of  captives, including: Group Business Insurance Captives,Group Health Insurance Captives, and 831(b) Enterprise Risk Captive. All while examining the various risk structures associated with group captives, and understanding how captives pay claims.

Maximizing the Results of Your Captive Program

 

 

Address how to benchmark your operational and safety performance and the impact your safety performance can have on your business. Explore how to audit your captive program and analyze the results.

 

 

Is a Captive Right for You, and How to Join a Captive

 

 

Understand the Pros and Cons of using insurance captive, determine if using a captive  is right for you, and if you qualify for a captive programs. Learn how you will finance your risks (what your premiums will pay for) and Your financial requirements of being a member. In addition, we will discuss the steps to joining a captive and what captive groups fit your needs.

Who Should Attend?

 

Ultimately, you will learn why using a captive to insure your business and/or employee health insurance may benefit you and your company, and how to determine if one is right for you. Even if you are in a Captive today, this workshop is for you, as we will help you understand what your options are and if your Captive results are what they should and can be.

  • Business Owners (bring your CFO or Accountant)
  • Businesses paying over $100,000 annually in workers’ compensation, general liability, and auto insurance premiums combined
  • Businesses insuring more than 20 employees for health insurance
  • Businesses looking to be in a better, more predictable insurance program
  • Businesses that would like to insure traditionally uninsurable risks like: Loss of a key customer, supplier, employee or market; Product Recall or Product Warranties; Reputational Damage or Political Risks; or even to pay for High Insurance Deductibles or Retention amounts

Get in Touch

 

David Leng, CWCA,

CPCU, CIC, CBWA, CRM

724-863-3420 x 3329

dleng@duncangrp.com

 

John M. Duncan, Jr

CIC, CWCA

724-863-3420 x 3311

jduncan@duncangrp.com

 

About the Presenters

 

 

David R Leng, CPCU, CIC, CWBA, CWCA, CRM

 

David R. Leng is author of the International Best Sellers-Turning Premiums Into Profits and The Laws of Insurance Attraction, as well as Stop Being Frustrated & Overcharged (By Your Workers’ Compensation Program). He was awarded the Advisor of the Year for 2008 by the Institute of WorkComp Professionals, and was requested to join the faculty of the Institute of WorkComp Professionals in 2012.

 

David is a 30-year veteran of the Risk Management and Insurance industry. He is regarded as one of the brightest minds in the industry due to his unique Risk Profile Improvement Process, which identifies, controls and reduces the risk factors inherent in any business that drive costs to an organization’s bottom line and hinders employee productivity. Since 2004, David has saved his clients well over $42,000,000 in premiums and overcharges.

 

David is Co-Founder of Keystone CompControl, the nation’s largest single network of Workers’ Compensation specialists, and is one of only 11 nationwide Level-5 Advisors of the Institute of WorkComp Professionals. David is also Executive Vice President and a Managing Partner of the Duncan Financial Group.

Michael Lukart, CSP, CWCA

 

Michael Lukart is President of East Coast Risk Management, LLC. Along with his team, he provides risk management consulting services to more than 150 companies in the Commonwealth of Pennsylvania as well as NJ, MD, OH, NC and WV. He has more than 25 years experience in the safety/risk management arena with organizations ranging from small/medium firms to large, complex multinational corporations. He holds the Certified Safety Professional (CSP) and Certified Workers Compensation Advisor (CWCA) designations.

Jon D Kirssin

 

Jon D Kirssin is the Principal of CFMC, Inc., a captive and general insurance consulting and management company, formed in July 2001.  Directly prior to founding CFMC, Jon was Senior Vice-President for alternative markets and service operations with a large regional insurance agency located in Central PA.

 

Jon has extensive experience and expertise with workers compensation, professional and general liability, difference-in-condition, automobile, and service contracts (auto, builders and furniture), medical malpractice and many varied enterprise risk exposures. He currently actively manages 50+ single parent captives with many more in the feasibility study and formation process. As a captive manager, Jon's responsibilities include planning, claims management, policy development/issuance, reinsurance negotiation and other dedicated captive company issues and needs.

John Simios

 

John Simios has worked in the insurance industry for almost 30 years and group captives since 1991. After starting his career at Arthur J. Gallagher in their headquarters, he joined Captive Resources in 2009. During his career, John's created several group captives and worked closely on 12 different group captives - including heterogeneous and industry specific.

 

A resident of Chicago, John graduate of Indiana University in Bloomington, John and his wife of 27 years have two daughters in college.

 

 

© 2017 Premium Reduction Center, powered by Duncan Financial Group     •David Leng     •724-978-2139     •dleng@duncangrp.com