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