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Newsletters 2017-03-20T12:29:28+00:00

Newsletters

March 2017 Newsletter

Book Your Hotel Room Now! 2017 CapAlt Annual Meeting, Oct. 26-28

The white sand beaches and bright blue Puerto Rican sky are calling! Find out what you need to know to stay in compliance and get the most value out of your captive insurance company. The 2017 CapAlt Annual Meeting will once again be held at the luxurious and historic Condado Vanderbilt Hotel Puerto Rico, October 26-28, 2017.

2016-66 Filing Due May 1, 2017 and 2016 8886 Forms

IRS Notice 2016-66 requires the filing of Form 8886 for Captives, Insureds and Captive Owners by May 1, 2017. Captive Alternatives is in the process of completing Forms 8886 for the years 2011 – 2015 and will send you these forms for review and filing after April 15 but before the extended due date of May 1, 2017.

Press Release: Captive Alternatives Controls Employee Health Costs with a Private Insurance Company

Captive Alternatives (CapAlt), the Atlanta based risk management consultancy that pioneered the Protected Captive™, announced today an innovative option for businesses that no longer wish to buy conventional employee health coverage.

Captive Alternatives Attends CICA International Conference in San Diego March 12-14.

Captive Alternatives joined more than 500 insurance professionals in San Diego, California, March 12-14 at CICA's 2017 International Conference.

Case Study: Midwest Manufacturing Firm Insures Against Low Probability/High Impact Risks

As a second-generation small business owner, Steve Sutton of Craft Precision understood risk. He'd been in charge of the company's 30-person operations since 2012. But, he knew the world was changing and he wanted to take action to protect his family-owned business from risks that threatened its very existence.

February 2017 Newsletter

Private Insurance Company™, an Alternative to the Traditional Captive

Traditional 831 (b) Captives have garnered a mixed reputation in the industry and the press. When Captive Alternatives launched the Protected Captive™, we knew that we were on to something different.

Save the Date: 2017 CapAlt Annual Meeting, Oct. 26-28

The 2017 Captive Alternatives Annual Meeting will be held at the Condado Vanderbilt in Puerto Rico Oct 26 – 28, 2017. We hope to have more than 100 + attendees this year. More details coming soon!

Captive Alternatives Welcomes Head of Underwriting, Mark Barwick

Captive Alternatives is pleased to announce the hiring of Mark Barwick as Head of Underwriting. Mark has a wide range of underwriting experience in the conventional insurance market as well as the alternative risk space.

CapSure Accounting Now Available to Other Managers

CapAlt has created CapSure Accounting to provide outsourced accounting services to other captive managers. Using our enterprise-grade accounting software and treasury management solutions, CapSure Accounting provides a very robust technological infrastructure for captive managers.

Madison International Insurance I.I. Established in Puerto Rico!

Madison International Insurance I.I. has been established in the friendly and efficient regulatory environment of Puerto Rico.

Maryland Surgeon Does His Homework

After several years of working inside of a hospital, vascular surgeon Samer Saiedy, MD, joined forces with five other surgeons to build and operate a specialty surgical suite in Maryland in 2012. That effort has grown significantly, producing annual double-digit revenue growth.

January 2017 Newsletter

Captive Alternatives Poised for Growth to 2000 Captives

December 19, 2016 (Atlanta) – Captive Alternatives announced today that they have secured permission from the Office of the Commissioner of Insurance of Puerto Rico to increase the number of their Protected Captive™ offerings to 2,000...

Form 8886 – 2016-66 IRS Disclosure

In late 2016 the IRS declared Captive programs to be transactions of interest and requested certain disclosures dating back five years. Captive Alternatives has begun the process of providing this information, and anticipated delivering it by the January 30, 2017 deadline.

Captive Alternatives' Premiums Under Management Up 40% in Fourth Quarter

January 25, 2017 (Atlanta) – Captive Alternatives announced today that renewal premiums paid by its captives under management were up 40% in the fourth quarter of 2016.

Captive Alternatives Opens up Self-Insured Health Market for Mid-Market Employers

We have been actively exploring captive solutions for our clients who want to take back control of their Employee Health Insurance programs.

Claims Submission Deadline

All claims for the December 1, 2015 to November 30, 2016 policy period must be reported by January 31, 2017.

Captive Alternatives has a New Address

You will notice a new P.O. Box appearing on our emails and document requests. After five years in our current location, we have decided to take the opportunity to expand our virtual capabilities.

December 2016 Newsletter

Captive Alternatives 2016 Accomplishments

  • Moved 100 captives to warm and hospitable Puerto Rico
  • Took advantage of the Path Act of 2015 increased 831(b) maximum premium size to $2.2MM
  • Formed CapSure Accounting in response to the 2016-66 Disclosure Notice reporting requirements
  • Attended the B2B CFO Conference, Puerto Rico Investment Summit, CICA, and SIIA International

New Business Unit to Provide Accounting Services to Captive Managers

December 6, 2016 (Atlanta) – Captive Alternatives (CapAlt), the insurance consultancy that pioneered the Protected Captive™ business model, announced today that they have launched a new business entity: CapSure Accounting that will provide captive accounting services to captive managers.

After Researching and Recommending Captives to Clients, This Financial Services Firm Decided to Set Up a Captive of Its Own

Families with generational wealth turn to Copper Beech Financial Group for help in preserving their financial assets.

Puerto Rico: The Right Place, the Right Time?

Robert Walling, principal and consulting actuary at Pinnacle Actuarial Resources, discusses the potential success of Puerto Rico and why it is receiving so much attention from the captive industry.

Renewal Reminder

Don't forget that renewals are currently underway. If you did not receive a renewal email, or if you have any questions about renewals, please contact Danielle Roberts at droberts@captivealternatives.com or 678-888-3412.

Captive Alternatives Enters Sponsorship Agreement with MediGroup Physician Services to Offer Benefits of Captive Insurance Company to Members

November 15, 2016 (Atlanta and St. Louis) – Captive Alternatives, the insurance consultancy that pioneered the Protected Captive™ business model, has announced that they have entered into a sponsorship agreement with MediGroup Physician Services.

November 2016 Newsletter

Thank You Annual Meeting Sponsors, Speakers and Owners

Captive Alternatives would like to thank our many sponsors, speakers and captive owners for the productive and successful Annual Meeting held November 3-5 in sunny Puerto Rico.

California Dermatologist Uses Captives to Insure Against Special Risks, Including Damage to Reputation

In December 2010, Basil M. Hantash, MD, PhD, MBA and his partner acquired a dermatology practice located 90 miles outside the San Francisco Bay Area.

Captive Alternatives Enters Sponsorship Agreement with MediGroup Physician Services to Offer Benefits of Captive Insurance Company to Members

November 16, 2016 (Atlanta and St. Louis) – Captive Alternatives, the insurance consultancy that pioneered the Protected Captive™ business model, has announced that they have entered into a sponsorship agreement with MediGroup Physician Services.

B2B CFO TopGolf Event

Captive Alternatives would like to thank B2B CFO for the opportunity to sponsor a first-of-a-kind event held at a TopGolf in Phoenix.

Renewal Reminder

Don't forget that renewals are currently underway. If you did not receive a renewal email, or if you have any questions about renewals, please contact Danielle Roberts at droberts@captivealternatives.com or 678-888-3412.

CapAlt Executives Attend the CMA House of Delegates Meeting Held October 15 and 16 at the Sacramento Convention Center