Webinar Details
Course Description

Captive Insurance Companies have become increasingly popular for small and mid-size businesses in recent years.  While over 75% of Fortune 500 Companies own one or more captive insurance companies, captive insurance remains an uptapped risk management strategy (and profit center) for many mid-market businesses. 

Join Randy Sadler with CIC Services and Ron Geffner with National Life for a discussion that encompasses enterprise risk management, captive formation, tax implications, and investment options. 

Learning Objectives
  • Understand the purpose of a captive insurance company.
  • Recognize the types of insurance coverage captives typically provide to address enterprise risks.
  • Identify characteristics of a business, business owner or professional who might benefit from a Captive.
  • Understand the relationship between a capitve insurance company and its parent company.
  • Explore investment options available to a captive insurance company.
  • None required.
Who Should Attend

CPAs, along with finance and accounting leaders, serving middle market companies.

Advanced Preparation

None required.

Presenter Details
  • 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. 

  • Randy Sadler
    • Principal, CMO

    Randy Sadler leads Marketing and Client Empowerment for CIC Services, LLC. With more than 12 years ' experience in the captive insurance industry, Randy is known for his ability to explain key concepts in an easy-to-understand manner. He applies his entrepreneurial bent to connecting with companies in various industries and helping to identify when a captive is the right fit. 

    Randy received his Bachelor of Science degree from the United States Military Academy in 1992. In addition to this work with CIC, he is active in investment real estate as an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. 

    Randy resides in Knoxville, TN with his lovely bride of 26 yea... 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
Thursday, May 23, 2024

12:00 PM EDT (see additional timezones)

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

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