Webinar Details
Course Description
Captive insurance companies are becoming popular with business owners. It’s been said captive insurance companies protect the business and decrease taxes, but what’s the real truth behind captives and how do they work?
In this webinar, Ken Huffman, CPA will discuss the basics of captive insurance from a CPA perspective. We will go over case studies, the benefits of captives, the types of clients captives work for, types of captive insurance policies, compare captives against business tax strategies, how captives integrate with traditional insurance, business owner benefits, and what to watch out for in captives.
Learning Objectives
- Identify types of companies captives work for.
- Discover the structure of captive insurance companies and their benefits.
- Explore how captives integrate with traditional commercial insurance.
Prerequisites
- None
Who Should Attend
CPAs and other tax professionals with business clients.
Advanced Preparation
None
Presenter Details
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Ron Geffner
- Financial Services Professional
Ron Geffner is a Financial Services Professional specializing in retirement planning with National Life Group. With over 45 years in the life insurance industry, Ron draws on his experience to help clients reduce their tax basis and design tax free retirement plans. Ron is a qualifying and lifetime member of the Million Dollar Round Table, the premier association of financial professionals. He was inducted into the Phoenix Mutual Hall of Fame in 1985.
Today, Ron focuses on educating CPAs to help them provide their clients with the best retirement strategies.
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Ken Huffman
- Director
Ken Huffman is certified public accountant in the State of Texas and founder of Captive Nation, a captive insurance management firm offering captive management services to business owners. Before founding Captive Nation, Ken spent time in public accounting with KPMG and founded the firm CPA to CPA.
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
Captive Insurance 101
Sponsored by National Life Group and Captive Nation
- Nov 18, 2025
- 12:30 PM EST
- Credits: 1.00
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