Pacific Northwest Chapter Webinar - Captive 101 - April 16, 2025

Chapter Event

Webinar: Captive 101: Why and How to Establish a Captive
April 16, 2025
10:30 am PST

Are you seeking innovative ways to finance your self-insured risk? A captive is a licensed insurance company that is generally owned and controlled by those it insures. This risk management tool can have broad applications that are not limited to large companies. Businesses of all sizes can leverage the robust benefit offerings a captive brings for greater control, higher potential savings, and customized program options. In this presentation, we explore the basics by delving into sample captive structures, the process of evaluating the feasibility of a benefits captive, and the steps to establish, manage, and operate one. 

Take-aways:

• Learn the basics and strategic value of benefit captives, along with key evaluation considerations for employers of all sizes.
• Learn about different structures of captives and their potential for control, savings, and customization.
• Gain knowledge on the process of evaluating if a captive is feasible and the process of establishing, managing and operating one.

Speakers:

Stephanie Peterson, FSA, CERA, MAAA, Principal and Consulting Actuary, Milliman
Mike Meehan, CIC, CRM Consultant, Principal, Milliman