Webinar Details
Course Description

2020 has brought about never-before-seen events and circumstances that have left businesses searching for more effective insurance solutions. For businesses with over $25 million in annual revenue or over 150 employees, a captive insurance arrangement implemented alongside a commericial insurance program can offer a more effective risk management strategy. 

Join the National Network of Accountants and learn how you can help your business owner and corporate clients protect their assets through a captive insurance program. This webinar will introduce the benefits of captive insurance, the different types of insurance eligible for captives, how to form and structure a captive, and how CPAs can best advise their clients in this area. 

Note: The term captive insurance is often used synonymously with private insurance.

Learning Objectives
  • Identify the foundations of captive insurance programs
  • Identify why captive insurance arrangements are an effective risk management tool
  • Recognize captive insurance case studies
  • Discover how an accounting firm can provide captive insurance consulting services
Prerequisites
  • None required.
Who Should Attend

CPAs serving clients with either >$25M in revenue or >150 employees will be in the best position to put their knowledge of captive insurance programs into practice. Accounting and finance leaders interested in captive solutions for their organization will also benefit from the program.

Advanced Preparation

None required.

Presenter Details
  • Ron Roth

    Ron Roth's experience includes 30 years in the financial services industry advising affluent clients and closely-held businesses. His primary focus is long-term planning with a special emphasis on risk management and tax efficiency.

    Currently, he is Senior Vice President, Strategic Planning at the National Network of Accountants. For the past 20 years, Ron has been an independent consultant at Silver Rock Partners, which he founded.

    Throughout his career, Ron has worked in many parts of the financial services industry, including corporate management at AXA Financial. In 2008, he authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insuran... Read more


  • Joseph Tucciarone

    I think we should start with the fact that I am a graduate engineer. I have two engineering designations.....mechanical engineering and nuclear engineering. I worked at Kennedy Space Center. So yes, I am a rocket scientist.

    After leaving engineering, my life took an interesting turn, which resulted in me being involved in the retirement planning industry for the last 35 years. My specialized scientific and analytical approach allowed me to partner in the building of one of the largest pension actuarial firms in the Northeast. Today, I am currently a standing member of National Pension Partners (NationalPension.com), which is a nationwide network of pension specialists. As an innovator, I've complemented this experience, serving on... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, September 22, 2020

11:00 AM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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