Meeting/Event Information
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URCA will only report Continuing Education (CE) credits for individuals who are active URCA members at the time of the training. Non-members are welcome to attend CE courses, but URCA does not submit CE hours on their behalf. Please ensure your membership is current prior to registration to receive credit outside of this event.
Taking Advantage of the 831 (b)
October 30, 2024
10:00 AM - 11:00 AM
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USI Insurance Services
1100 E 6600 S Ste 280
Salt Lake City, UT 84121
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Seminar details:
When: Wednesday, October 30th
Time: 10am-11:00am
Where: USI Insurance Services
1100 E 6600 S Ste. 280
SLC, UT 84121
Presenter: Brad Mundine, Senior VP
Intuitive Captive Solutions
We will discuss the following:
Tax-Deferred Growth – Accumulate pre-tax reserves
until they are used for claim payments or distributed to
the captive shareholders.
Risk Management and Protection – Customize
insurance and protect against unique business risks not
covered by traditional policies.
Build Wealth Through Premiums – Convert business
insurance expenses into income-generating assets.
Flexibility in Coverage – Tailor your coverage to
address specific financial risks, including litigation, cyber
threats, and natural disasters.
Enhanced Cash Flow – Retain and reinvest unused
premium funds for the future of your business.
Dividend Potential – Distributions from an 831(b)
captive are taxed at a dividend tax rate rather than
ordinary income.
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Seating is limited
Call: Jeannette at 801-201-2792 or email
[email protected]
