Upcoming Event:

Captive Insurance 101

Date And Time

Thursday, April 29, 2021

3:00 PM – 5:00 PM EST

Presented by: Jeremy Colombik, CPA and Richard Colombik, JD, CPA

Instructional Delivery Method: Group Internet Based

  • CPAs who attend earn 2 CPE credit hours
  • CFPs who attend earn 2 CE credit hours
  • CPAs must respond to six polling questions during the program to receive credits

Recommended Field of Study: Specialized Knowledge

Description: Attendees will learn about different types of Captives, businesses who qualify forCaptives and Insurance Coverages offered by Captives that commercial insurance policies exclude.

Learning Objectives:

  • Identify various types of exposures and possible coverages for their associated risk
  • Learn the 5 main benefits of Captives
  • Learn the types of businesses that qualify for captives and be able to suggest & briefly explain Captive Insurance


Additional Information:

  • Program Level: Basic
  • Pre-requisite: None
  • Advance Preparation: None

Limited Space Available:

To register for this session, RSVP via email John Dohn

Management Services International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE. Sponsors through its website:

For more information regarding administrative policies such as complaint and refund, please contact our offices at 833-INS-RISK