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Webinar – Introduction To Captive Insurance – May 4th

Hale Stewart

While captive insurance companies have been used by large companies for over 60 years, their use by small and medium sized companies is still in its infancy. There are numerous reason for this, but perhaps the most important is the simple lack of knowledge.

A captive insurance company offers the potential insured a number of benefits, which include:

1.) Filling gaps in current insurance coverage
2.) Giving the insured the ability to control the claims process
3.) Giving the insured the ability to write their own insurance contracts
4.) Providing a degree of asset protection
5.) Creating another corporate profit center
6.) Giving the client a degree of tax mitigation

The course, Introduction to Captive Insurance, will provide the accountant with an overview of captive insurance as a business structure. The program contains the following sections:

  • What is Insurance?
  • What is an Insurance Company?
  • A Brief History of Captive Insurance
  • A Brief Case Law History of the IRS’ unsuccessful attempt to challenge captives
  • The contents of section 831(a)
  • The process of Forming, Running and Shutting Down the Captive

Our next class is Thursday, May 4 at 10 AM Pacific. The cost is $50. Once you purchase the course, we’ll send you a sign-up link.

In order to be awarded the full credits, you must be respond to all polling questions asked during the program.

Participants will earn 1.0 CPE credit

Field of Study: Business Law.
Prerequisites: None.
Advanced Preparation: None
Who Should Attend: Anyone interest in learning about captive insurance.
Delivery Method: Group Internet Based

This presentation will provide the CFP professional with 1-hour of CLE credit. There will be a 20-question test at the end of the program; the attendees must score above a 70 to obtain full credit.

The presentation will be given by F. Hale Stewart of The Law Office of Hale Stewart. He is also co-author of the leading legal text in the area of captive insurance, titled U.S. Captive Insurance Law.

Sign Up Here!


Mr. Stewart has a masters in both domestic (US) and international taxation from the Thomas Jefferson School of Law where he graduated magna cum laude. Is currently working on his doctoral dissertation. He has written a book titled US Captive Insurance Law, which is the leading text in this area.

He forms and manages captive insurance companies and helps clients in international tax matters, US entity structuring, estate planning and asset protection.