Designing and Managing a Captive

Overview

Captive insurers continue to be formed even during soft market conditions, because when properly used, the captive is an effective risk management tool. This course examines three aspects of captives with emphasis on the legal environment in which captives must operate: the formation of a captive, captive operations, and the issue of unrelated business. It discusses the risk management purposes of using a captive, the differences between various types of captives, the factors affecting the choice of domicile for a captive, the filing procedures involved in forming a captive, and the responsibilities of a captive's board members.

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Regulator 

 

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Learning Objectives

  • recognize the risk management purpose of using a captive to finance an entity's risks, identify the elements of captive insurance, recognize why a captive can insure many types of risks, and distinguish among various types of captive insurance companies
  • identify factors to be considered in evaluating the cost of risk and recognize the various ways in which the costs of financing risks through a captive can be lower than the costs of commercial insurance or self-insurance plans recognize the ways in which a captive's underwriting documentation and other reports and filings can support the captive's purpose and make it clear that the captive's policies legally qualify as insurance
  • distinguish between related and unrelated business written by a captive


Designed For:

Property and casualty risk, safety, insurance, finance, and accounting professionals.


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International Risk Management Institute, Inc. (IRMI) is the premier provider of risk and insurance continuing education and reference publications, and is considered the ultimate authority by leading insurance practitioners. Written by industry experts, IRMI courses provide the most up-to-date, practical and reliable information possible.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None