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The Pitch · Slide 10

How It Works.

5 simple steps — from setup to wealth building.

1

Design Your Plan.

Identify your real business risks — better known as unplanned, out-of-pocket expenses.

2

We Form Your Company.

You own a reinsurance company — your Micro-Captive.

3

Fund It Annually (Pre-Tax).

Your business sets aside up to $2.9M in tax-deductible “contributions” to your Micro-Captive.

4

Claims Pay 2:1.

If you make a claim against your own money, you receive $2 of coverage for every $1 of your own money.

5

Grow Your Wealth.

Your tax-deferred money compounds. Distributions are taxed as long-term capital gains (LTCG), not ordinary income. That gap — LTCG vs ordinary rates — is the long-term wealth machine.