Captive Wealth!
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Currently unavailable
About this ebook
Since 2003, any small business. from a medical practice to a home developer, is to operate a privately owned insurance company. They are known as a CAPTIVE INSURANCE COMPANY or CIC. Done the right way, the effect is to create efficiencies and a profit center for the owners of the small business. A CIC can be used to drive the creation of wealth, the growth of that wealth, and the preservation of that wealth to the benefit of the owners of the business and their families over successive generations. This eBook will help interested parties get their arms around this idea and implement it when appropriate.
Tony Kendzior
Tony Kendzior, CLU, ChFC is an entrepreneur in financial services. He started in 1975 as an independent insurance agent, selling health insurance to friends, neighbors, and referrals. It soon evolved into a professional financial practice as a Chartered Life Underwriter, or CLU, and as a Chartered Financial Consultant or ChFC and ultimately ownership of Registered Investment Advisor firm, Florida Wealth Advisors, LLC. Today he’s semi-retired, living in North Central Florida, and building new relationships with busy people thinking about their retirement. He created and publishes an online school with a new way to think about and plan for retirement. Click here and learn your best way to a worry free and financially secure retirement: https://successfulretirementsecrets.com Regardless of your age or status, Tony brings ideas and experience to help anyone with fears and concerns about retirement. He is also looking for small business owners interested in ways to make their business more tax efficient. He has a personal and professional commitment with clients, knowing that if they succeed, so will he. You’ll find links in the book where you can find out more than you will ever need or want to know about Tony, and how he thinks.
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