Finance, Investments, and Accounting

Why Captive Investment Manager Due Diligence Matters

November 22, 2017

With the recent revelations concerning the issues at Guggenheim Partners and the New York state pension fund, captive insurers should consider how they conduct investment manager due diligence. Find out what precipitated the scandal and how captive insurers should consider conducting due diligence on money managers. Read More


Can the Black-Scholes Model Be Used for Captive Insurance Premiums?

October 30, 2017

Pinnacle Actuarial Resources' Derek Freihaut and Tim Mosler share their thoughts on the viability of applying a specific mathematical model, Black-Scholes, in estimating the maximum premium appropriate for a captive insurance company. Should the Black-Scholes pricing model be used to estimate captive insurance premiums? Read More


Special Purpose Vehicles (SPVs) Defined

October 25, 2017

Most captive insurance company owners/directors have heard the terminology "special purpose vehicles" or "SPVs." However, many do not have a good working understanding of what these entities are. In this article, we provide a definition and identify several key attributes of SPVs. Read More


Accounting Rules Impact Captives Writing High Deductible Workers Comp Policies

September 20, 2017

Johnson Lambert recently released a new white paper on the revisions to Statement of Statutory Accounting Principles (SSAP) No. 65 regarding high deductible workers compensation policies. Any captive insurers using this type of policy need to be aware of the changes and their impact. Read More


How To Optimize a Captive Insurance Company

September 6, 2017

Steve McElhiney of EWI Re, Inc., discusses a time-tested approach to optimizing a single-parent captive insurance company and overlays this approach with key success factors that may be integrated to achieve long-term economic value and superior risk control attributes. Read More