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Paula Mott

River Oak Risk
Captive/Risk Mgmt

Contact Information:

Houston, TX 77056
United States

Years in Business:



Clients I'm Seeking:


Who Qualifies for a Small Captive?  Private, closely held businesses. Works best for a single owner or several aligned co-owners, generally with a minimum of $10 million+ in annual revenue.  Sufficient self-insured risk to qualify for premiums. Primary focus must be Risk Management.  Comfortable funding $500,000 to $1,200,000 in annual premiums. 281.844.7760

About My Business:


Small Captives help businesses by focusing attention on the risks inherent in their operations. Captives reward owners for their Risk Management by putting valuable capital back to work. Small Captives not only protect current assets but may also provide significant additional assets for the future. What are the Benefits? RISK MANAGEMENT Captives provide customized coverages for self-insured or under-insured risks. Captives complement your commercial insurance to give your business the most complete coverage. PROFIT CENTER Managed properly, the captive can be profitable from inception. TAX BENEFITS Structured properly, up to $1.2 million in premiums can be deducted annually. These premiums received by the Captive are tax exempt, and only investment gains are subject to taxation. SUCCESSION PLANNING Captives allow for attractive and efficient estate planning. What Does River Oak Risk Do Differently? Conservative Approach Risk Management Expertise Superior Service and Communication Focus on Small Captives Turnkey Captive Management Best in Class Actuarial, Accounting and Legal Partners State of the Art Onshore Reinsurance Facility

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