The Truth About Wealth

Episode 15 – Private Insurance Structure — With Mark Sims: Part 1

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Risk management is key, both on the business side and on the personal finance side.

In this episode, John and Michael Parise sit down with guest Mark Sims. Mark discusses his work at Captive Alternatives, specifically his expertise in risk management with private insurance structure within the family office structure.

In this episode, you will learn:

  • Which risk management sectors Mark and the Captive Alternatives team specialize in, specifically within the family office structure
  • Various benefits of the private insurance structure, but why you may not have heard about them before
  • How the private insurance structure compares to more typical insurance policies and the motivation to use a private insurance structure
  • How to access the surplus on a private insurance structure policy
  • And more!

    • Tune in to learn about Mark Sims’ expertise in private insurance structure as a means of risk management within the family office structure!

    Resources:  Copper Beech Financial Group | Captive Alternatives

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    The Truth About WealthBy John Parise and Michael Parise
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