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The Pitch · Slide 05

Think of a Micro-Captive like a 401(k) — but for your business.

Dimension
401(k)
Micro-Captive
Annual contribution
$69,000
$2,900,000
Tax treatment
Tax-deferred
Tax-deferred
Who controls it
Wall Street
You
Protects your business
No
Yes
Builds long-term wealth
Yes
Yes
Who benefits
Employees
Business owners

A 401(k) is built for the employees. A Micro-Captive is built for the business owner.