Captive Management &
Risk Consulting
Helio partners with businesses to turn insurance expenses into economic assets through creatively designed and expertly managed captive insurance programs. Helio allows businesses to mitigate risk, reduce premium costs and claims, increase financial stability, and create opportunities for financial growth through investment through captive investments. Helio’s expertise allows businesses to shine while we manage the structure and process of risk financing through captive management and risk mitigation.
The Latest Helio News
Helio Brings On Two New Captive Service Professionals
Oklahoma City (November 1, 2024) – Helio, a national captive management and risk consulting services provider with offices in Oklahoma City, Dallas, Jacksonville, and Kansas City, has added Jerry Messick and Jonathan Messick to its growing talent base. Effective November [...]
HELIO Recognized As ICCIE Trained Organization
Helio is proud to announce that it has been recognized as an International Center for Captive Insurance Education (ICCIE) Trained Organization. "I am very pleased Helio achieved this designation, especially so early in the firm’s existence," said Helio's Managing Partner [...]
Video: CICA Amplify Women | NEXTGen
Helio's Managing Partner, Heather McClure, was recently featured on a panel for CICA's Amplify Women/NEXTGen discussing ways to engage in presentations at industry events.
Grace Topete of Helio’s Dallas Office Featured as Emerging Talent
Helio’s Grace Topete was featured as an Emerging Talent in the August 2024 issue of Captive Insurance Times. Read more on page 46 of the Captive Insurance Times magazine issue number 271
[Watch and read] A year of captive innovation
Helio's Jesse Olsen takes part in the third installment of a series based on an online panel of experts discussing innovation for Captive International, reviewing the progress made over the past year. The captive insurance industry is accustomed to change, [...]
Helio Presents at Oklahoma Captive Day
Helio Risk attended Oklahoma Insurance Department #CaptiveDay2024 and participated in educational panels with Helio clients. Thank you to Oklahoma Insurance Commissioner Glen Mulready, pictured far right with Heather McClure, Blake Kerr, Kyle Sweet, and Jesse Olsen.