Helio Risk has premiered a new podcast for the captive insurance industry called “Captive Conversations.”
In this first episode, Kyle Sweet, Partner and Chief Strategy Officer at Helio Risk, LLC, hosts Madeline Jacobs, CPFA®, financial planner at Jacobs, Coolidge & Company, LLC. They discuss the benefits of captive insurance and wealth management. Madeline works with business owners to manage their captive insurance and investment funds. They highlight the advantages of captive insurance, including retaining underwriting profits and turning risk into revenue. Madeline emphasizes the importance of understanding clients’ goals and risk profiles, and the role of fiduciaries in acting in clients’ best interests. They also discuss the impact of rising insurance costs and the flexibility of captive insurance in various industries.
