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063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business Needs
Manage episode 462333976 series 3550022
Вміст надано Patrick Lonergan. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Patrick Lonergan або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Is your business prepared to weather unexpected risks, safeguard its reputation, and reduce its tax burden all at once?
Welcome to the Vital Wealth Strategies Podcast, where host Patrick Lonergan sits down with industry leaders to help entrepreneurs like you minimize taxes, master wealth, and optimize your life. In this episode, Patrick is joined by Van Carlson, the largest manager of 831(b) Captive Insurance plans in the country and a trusted expert in risk management and tax strategy. Together, they discuss how businesses can use risk financing to build reserves, protect their brand, and ensure long-term stability.
Van shares insights into how the 831(b) plan can be a game-changer for businesses, especially in uncertain times, by helping them retain and fund risk without draining operating capital. You’ll also hear real-world examples of how this strategy has helped companies survive—and thrive—through economic challenges, from the Great Recession to the COVID-19 pandemic. If you’re looking to safeguard your bottom line, optimize your wealth strategy, and ensure your business is protected against the unexpected, this episode is packed with actionable advice.
Key Takeaways:
- How the 831(b) Captive Insurance plan works and why it’s an effective tool for businesses.
- Strategies to manage risk and build financial reserves for long-term stability.
- Why protecting your brand and reputation is critical for business success.
- Real-world examples of businesses utilizing risk financing to thrive during economic uncertainty.
- How to fund an 831(b) plan in challenging years without disrupting cash flow.
- Common misconceptions about Captive Insurance plans—and why they’re often misunderstood.
Find Out More About Van:
Resources:
Visit www.vitalstrategies.com to download FREE resources
Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies
Follow on Instagram at https://www.instagram.com/vital.strategies
Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast
Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/
Credits:
Sponsored by Vital Wealth
Music by Cephas
Audio, video, and show notes produced by Two Tone Creative
Research and copywriting by Victoria O'Brien
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