Education Series: 831(b) Captive Insurance Plans

Join HBAGK for our monthly Education Series as we bring to you different topics to help you keep up with the latest business trends and help you grow your business. This month we welcome Pete Amrein from Amrein Wealth Strategists to learn about the key aspects of 831(b) micro captive insurance plans and how they can protect and benefit your business. An 831(b) plan is a way to set aside tax deferred-funds to protect your business from under or uninsured risk and a solution for skyrocketing premiums, shrinking coverage, and volatile markets. They will discuss plans offered such as the Contract Default Liability program and Halo Coverage. 

Pete Amrein is a Tax Strategist at Amrein Wealth Strategists with over 11 years of experience specializing in tax strategy, retirement planning, and real estate investment. He serves as a member of the Tennessee Home Builders Association and provides investment oversight for the organization’s operating reserves. Based in Knoxville, Pete lives with his wife, Maggie, and their two children and enjoys golfing in his free time.