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When Your Clients Rely On You, You Can Rely On Us.

Why do your clients come to you? For guidance, insights and advice. The kind of input that’s actually worth paying for. And if you make the right suggestion, they won’t think of going anywhere else.

Knowing when to suggest Captive Insurance might prove to be just that kind of suggestion.

But you may not know the first thing about Captive Insurance.

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How this can fit within your clients’ broader financial strategy

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Regulations and compliance concerns surrounding this option

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Why Captive Insurance Matters for Your Clients

  • A potential way to lower insurance premiums and control insurance costs
  • Provides additional wealth-building opportunities
  • Promotes long-term financial stability

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Services Offered

  • A sounding board for your existing clients.
  • No-cost, value-added education and discussions about Captive Insurance.
  • IRS and regulatory guidance surrounding Captive formation and management

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Frequently Asked Questions

A: Our track record suggests we collaborate very well. We approach these relationships like we do all others: with respect, professionalism and a desire to assist however we can.

A: One grounded in a diligence of looking at data. Above all, we take a measured and prudent approach that considers worst case scenarios while still allowing flexibility to capture perceived upside where opportunities exist.

A: No. Never. Poaching is unethical. Our hope is that if we do right by your clients, you’ll think of us first if the right situation presents itself. We believe that’s a win-win for everyone.

Wells Fargo Advisors does not provide tax or legal advice.
  
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