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J

6/02/21

I've worked with Captive Alternatives for more than 4 years now as both a client (for my business) as well as an advisor to other business owner clients of our investment Management and Tax Planning firm. There's lots of options to choose from when it comes to setting up insurance company structures for businesses. I've researched and reviewed dozens of them over the years. It wasn't until I found CapAlt that I felt comfortable enough with both the legal structure and operational setup that I was willing to take the plunge and set up our own insurance structure. Laws and regulations will always be changing and I've witnessed how CapAlt's management team has evolved their service and process to meet those changes over time to stay compliant and keep us out of any unwanted Tax or Legal issues that other providers in this arena have had to deal with.
Overall, I like these guys and gals. They're great to work with. They keep me informed. The risk management strategy we have now is beneficial to my company and my client's companies. And I'm confident we're going to enjoy the benefits of working together for years to come from both a personal and professional level.

Jeffery L gave Captive Alternatives a 5 star Review

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