A review of captive basics including types of captives, coverages and candidate qualifiers.  Highlights of emerging market trends in the captive space and how those trends can benefit mid-sized, forward-thinking contractors.

About Tim Welles:

 Tim’s 30+ year financial services career began in 1989 as the Director of Risk Management for Pi Kappa Phi Fraternity where he oversaw the risk management and insurance programs for the fraternity’s four entities and 130 undergraduate chapters. Early in his career as a financial services   consultant, Tim earned his CFP (Certified Financial Planner) designation and held the series 7 and 63 licenses. Tim has practiced as a financial    consult in the areas of employee  benefits, investments, life insurance and qualified, and non-qualified retirement plans. In 2000, Tim co-founded, and was a principal, at Benefits Management Group, Inc. Much of Tim’s work over the course of his career has been with owners of privately-held companies. 

 About Bryan Ridgway:

 Bryan is the Managing Partner of CIC Services, LLC, and leads the company in two areas: 1) working with clients on structuring all new captive formations; and 2) overseeing all client related management and             administrative services. Prior to joining CIC Services, LLC, Bryan served as the Finance Director for a third-party Captive Manager where he oversaw the successful development and implementation of over 50 captive     transactions. Bryan has over 10 years of public accounting experience, most recently as a Senior Tax Accountant specializing in Captive Insurance and Localized Tax Incentive Programs with Heyman and Associates of San Diego, CA.