Educational primer
01
Captive Insurance: A Framework for the First Conversation
The foundational questions organizations should consider before exploring feasibility.
Insights
Clarity before complexity.
Educational perspectives for leaders evaluating captive insurance, risk retention and alternative risk financing.
Resource library
Start with the right questions.
These materials are educational resources, not research reports, recommendations or professional advice.
Educational overview
02
Transfer, Retain or Combine?
How to think about conventional coverage and structured risk retention as complementary tools.
Forthcoming brief
03
Governance Before Structure
Why underwriting, capitalization, documentation and oversight belong at the center of program design.
Forthcoming brief
04
Risk in the Real Estate Portfolio
A high-level view of property, construction, contractual and operational exposures.
Educational checklist
05
Preparing for a Captive Feasibility Review
The non-sensitive operating information that helps frame an initial discussion.
Forthcoming brief
06
The Role of Professional Coordination
Keeping legal, tax, actuarial, insurance and capital disciplines aligned without blurring responsibilities.
Private risk review
Start with the risk.
Qualified organizations can request a private, exploratory review of current exposures, priorities and potential structural pathways.