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South Burlington, VT

Value Creation Blog

Working With Business Owners – Understanding Medical Plan Options

medical insurance

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Topics: for business owners, for advisors, private business owners, medical insurance

831(b) Captive's Can Help You Save Money - Enterprise Value

health insurance Health insurance is one of those things that is an expense that becomes more and more complicated.  It appears to be the hardest to manage and has the most options with companies that have 100 employees or more.

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Topics: wealth management, enterprise value, 831(b) captive insurance company, medical insurance

4 Things Advisors Should Be Knowledgeable On To Work With Private Business Owners

knowledge resized 600We all have specialties where we make money with our business owner clients.  I find that when one works with private business owners it’s helpful to have a broad knowledge on many subjects.  If this broad knowledge is not your specialty, it’s important to know whom you can call on behalf of your client if they show interest in the subject you’re talking about.

Some of these subjects are crucially important to business owners and others are just things they will be interested in and want to know more about.  I think understanding what is crucial versus just interesting will help you know how much time you should spend becoming knowledgeable in these different areas.

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Topics: 401 (k) plans, ESOP, 831(b) captive insurance company, medical insurance, captive insurance

Entitlement And Financial Planning

retirement insert
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Topics: life insurance, financial planning, financial planning, medical insurance, lifetime income, entitlement

Combine An 831(b) Captive With Medical Insurance?

831 (b) captive insuranceI had a conversation with a Client today about using an 831(b) captive insurance company as an addition to their partially self-funded insurance program.  They presently are insuring about 250 people through their fully insured program and feel they can do better by installing a partially self-funded program.

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Topics: 831(b) captive insurance company, medical insurance, captive insurance, 831(b) captive, partially self-funded medical insurance

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