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Kyle Sweet, Partner and Chief Strategy Officer at Helio Risk, LLC, hosts Madeline Jacobs, CPFA®, financial planner at Jacobs, Coolidge & Company, LLC. They discuss the benefits of captive insurance and wealth management. Madeline works with business owners to manage their captive insurance and investment funds. They highlight the advantages of captive insurance, including retaining underwriting profits and turning risk into revenue. Madeline emphasizes the importance of understanding clients' goals and risk profiles, and the role of fiduciaries in acting in clients' best interests. They also discuss the impact of rising insurance costs and the flexibility of captive insurance in various industries.
The views and opinions expressed on this podcast are those of the hosts and guests and do not necessarily reflect the official position of Helio Risk. This content is provided for general informational and educational purposes only and does not constitute legal, tax, financial, insurance, or other professional advice. Captive insurance arrangements involve complex regulatory, legal, and tax considerations that vary by situation and jurisdiction. You should consult your own qualified advisors before making any decisions based on the information discussed. Helio Risk makes no representations as to the accuracy or completeness of any information shared by guests.
TRANSKRYPCJA 🔗
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Hi everyone.
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Welcome to the Helio Risk Podcast.
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I'm really uh excited to have a guest on today who uh is one of my favorite people to work with in the captive industry, and it's Madeline Jacobs from Jacobs and Coolidge.
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Welcome, Maddie.
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Thank you so much.
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That's high praise.
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Thank y…
