Agency captives can align interests of brokers and carriers
10-08-2017
The scrutiny that some types of captives – in particular 831(b)s – face from the IRS is unlikely to go away, and advisors must get smarter about how they educate clients, according to Anne Marie Towle, captive consulting practice leader at JLT Insurance Management, speaking at the Vermont Captive Insurance Association’s (VCIA) annual conference in Burlington, Vermont.
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VCIA 2017, Vermont Captive Insurance Association, IRS, 831(b) case, Anne Marie Towle, JLT Insurance Management, North America