The Captive NavigatorTM

Explore The Captive Navigator to get in depth information on our Captive process and learn more about the benefits of Captive Insurance for your company.

“The difficulty lies not so much in developing new ideas as in escaping from old ones.”

- John Maynard Keyes

Stage 1: Knowledge Builder

Through our online resources, you will gain a deeper understanding of Captive insurance companies and how they can work for your business. Overviews, case studies, articles and books are available to help you and your advisors expand your knowledge base.

ADDITIONAL RESOURCES

LEARNING CENTER
Visit our learning center and use our tools to gain a deeper understanding of Captive insurance.
TAKENCAPTIVE.COM
RMA’s step-by-step guide to understanding Captives, written by R. Wesley Sierk III.
OVERVIEWS
Reading material and brochures covering basics and FAQs.
DOMICILES
Information about on shore and off shore domiciles for forming Captives.
CASE STUDIES
A unique collection of captive programs.
ARTICLES
Published content from RMA executives.
Stage 2: A Paradigm Expander

An initial consultation is held with key decision makers to answer questions, assess your current status and clarify future objectives. We explain how conventional insurance systems that business owners rely upon are flawed or broken and how they rarely work in your favor. Completion of our confidential information request allows us to provide a preliminary assessment on the feasibility of a Captive for your organization.

ADDITIONAL RESOURCES

CAPTIVE INSURANCE COMPANY GENERAL INFORMATION REQUEST (PDF)
Complete our information request for Captive programs so we can efficiently work with you on the feasibility of a Captive program for your company.
WORKERS COMPENSATION INFORMATION REQUEST (PDF)
Find out if a workers compensation Captive will work for you and your company.
GROUP MEDICAL INFORMATION REQUEST (PDF)
Find out if a group medical Captive will work for you and your company.
Stage 3: The feasibility Study

This stage answers the essential question; “What will my return on investment be by implementing a Captive?” As a prospective shareholder of the Captive, you should have a clear understanding of what to expect when your capital is used to establish an insurance company. The focus of the study will be tailored around your motivating factors for establishing the Captive.

ADDITIONAL RESOURCES

SAMPLE FEASIBILITY STUDY
A CFS answers key questions before you and your advisors can be fully prepared to recommend a Captive formation.
FEASIBILITY STUDY OVERVIEW
Learn the key factors in a financial and risk management analysis.
Stage 4: Empowerment

With the feasibility study firmly in hand, you will be fully empowered to move forward with the set-up of your Captive program. Strategies are implemented by our team of professionals as outlined in the plan to help you take control of your future and business.

ADDITIONAL RESOURCES

CASE STUDIES
A unique collection of captive programs.
IMPLEMENTATION STEPS
General overview of the steps involved with forming a Captive.
Stage 5: The Comfort Zone

At this stage you will be fully comfortable with the strategies implemented. You will have a strong sense of accomplishment and control and begin to wonder; “why doesn’t everybody do this” or “why didn’t I do this sooner?”

Risk Management Advisors will manage the insurance company on a day to day basis and coordinate with all service providers so that you remain focused on running your primary business. This will enable you to be in a forward thinking mode with an eye toward implementing additional long term solutions to maximize the value of your Captive.

ADDITIONAL RESOURCES

TESTIMONIALS
Learn about RMA’s clients and what they have to say about our services.
MANAGEMENT SERVICES
General overview of management services provided.
Working With Risk Management Advisors
  1. We encourage you to begin with stage 1 of The Captive Navigator and build your knowledge of Captive Insurance.
  2. Schedule a no obligation call with our team to discuss the feasibility of a Captive for your company.
  3. Complete our General Captive Information Request Form
  4. Begin building awareness and knowledge with Stage 1 of The Captive Navigator.
  1. We encourage you to begin with stage 1 of The Captive Navigator and build your knowledge of Captive Insurance.
  2. Brainstorm opportunities and begin filling out the General Captive Information Request Form for your clients. Fax or email your forms at least 48 hours before scheduling phone consultation for efficient use of time.
  3. Schedule a no obligation call with our team to discuss the feasibility of a Captive for your client.