FW: Captive Insurance Company info

Jeff and Jeff,

I hope that this finds you well!

During our meeting with Lisa earlier this week we brainstormed on some tax advantaged wealth building ideas including one called the Captive Insurance Company. Lisa asked that we send the attached overview that Pete provided on the subject.

Take a look and we may want to follow-up with a call to take a deeper dive.

Best,

Nancy

Nancy A Briguglio, CLU, ChFC, MSM
Principal
Brightworks Wealth Management
5457 Twin Knolls Road, Suite 101
Columbia, MD 21045
(443) 542-5880 Office
(443) 562-8296 Mobile
(443) 542-5851 Fax

nbriguglio@bwwealth.com

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