Van Carlson is a leading expert in risk management and financial strategies, specializing in captive insurance solutions. As the founder and CEO of SRA 831(b) Admin, Van has spent years helping business owners take control of their insurance costs, reduce tax liabilities, and gain financial security through innovative risk management approaches. His deep expertise in alternative risk financing has made him a sought-after speaker and consultant in the industry.

In this episode of the Do It Yourself Podcast, host Steve Taylor speaks with risk management expert Van Carlson to discuss how business owners can leverage captive insurance to reduce costs, improve cash flow, and safeguard their financial future. Traditional insurance models often leave businesses overpaying and undercovered. Van explains how captive insurance offers a strategic advantage by allowing businesses to self-insure and retain more control over their risk. If you’re self-employed or running a business, this episode is packed with valuable insights that could help you save millions over time.

0:00 - Intro

03:20 What is captive insurance & why businesses use it?

06:17 Biggest financial risks with traditional insurance.

08:10 How captive insurance reduces taxes & boosts cash flow.

11:49 Top industries benefiting from captive insurance.

13:39 Legal & regulatory aspects of captive insurance.

18:54 How captive insurance covers gaps in policies.

24:06 Steps to set up captive insurance.

32:14 Success stories: Businesses saving millions.

41:37 Myths & misconceptions about captive insurance.

43:17 How to get started with captive insurance.

Host: Steve Taylor – https://linktr.ee/meritedwealth

Guest: Van Carlson – https://www.linkedin.com/in/vancarlson/

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