Enabling businesses and asset owners to cover, and manage, their own risks.

Jeremy is a true expert in the field of deferred compensation and income tax reduction strategies. I have worked with him in the past and look forward to doing additional work with him in the future.

Per my offer, I am writing this letter as a strong recommendation for anyone considering employing the services of Management Services International (MSI). I have been a client of theirs for over ten years and I couldn’t be happier with the results. They are honest, knowledgeable, and extremely effective. Their entire staff from top to bottom are most friendly and helpful. I have recently retired and, thanks to MSI, my future is financially secured. You can’t go wrong with this company.

Jeremy is one of the preeminent specialists in this field. His expertise and knowledge of product and his ability to communicate are also valuable commodities. He has far exceeded my expectations assisting me in my own personal planning, as well as the planning for many of my clients. I highly recommend the services of Jeremy Colombik.

Jeremy is extremely helpful in the design and implementation of complicated tax planning strategies. His expertise and knowledge of products and his ability to communicate are valuable commodities. He has been extremely helpful in my personal planning as well as for many of our clients. I would highly recommend the services of Jeremy Colombik.

Jeremy has been great to work with in my desire to make my business more profitable. His advice has allowed me to accomplish financial goals that are very difficult to reach in these uncertain times.

Jeremy is a highly qualified professional that can improve your business's financial goals with specific revenue enhancement strategies. He takes a hands-on approach with financial concepts designed for your situation. He takes you through every step so you understand what is next and why each phase of the process is important. His work is an outstanding example of delivering a complete package that produces great results. His follow up is timely and is available after the sale, which I truly appreciate.

John and the MSI team have been fantastic to work with. Last year, my financial advisor had introduced me to John and his team. I must admit at first, I had some minor hesitation and reluctance to start our program with MSI. However, after spending much time with John to get a better understanding of how the program could help me and my company, it became abundantly clear it would be a no brainer. Throughout the entire process John was extremely helpful, informative, and responsive. Due to recent events with Covid-19, I am quickly realizing that moving forward with the MSI program has been one of the smartest decisions I have made for me and my business.

I am so thankful for the captive plan. It has helped my business during an unforeseen shutdown and slowdown. My other insurance coverage company sent out a preemptive email stating that they would not be covering any business Interruption due to COVID-19. I am grateful for Kim and Clarissa, for giving me the information that I needed to file a claim. MSI has made a bad situation so much better for my business and my family.

Jeremy completes tasks in a very timely manner with solid knowledge of complicated & detail-oriented tax planning & wealth-building strategies.