Featuring Special Guest:
Ken Huffman, CPA, with Captive Nation
Ken is a highly sought-after specialist in captive insurance, known for his expertise as an educator and speaker. Learn more about him at www.captivenation.com.
Key Discussion Points:
How business owners can create their own captive insurance company to:
Write coverage on currently uninsured risks—low-probability but potentially catastrophic events (e.g. losing a key customer or supplier).
Pay premiums to your captive and take large, legitimate tax deductions—up to $2.85M per year.
Build future assets inside your captive to supplement retirement needs.
Additional Insights:
Clarify best practices for captive planning and what is not allowed.
Ken will share his entertaining "stupid captive tricks" stories—always a hit at dinner events!
RSVP Details:
Limited to the first 20 respondents (first-come, first-served).
Reserve your seat by contacting Greg at 817-503-0100 or greg@heritage-retirement.com