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wPreservation Services, LLC Protect Your Business Insure Your Future

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3Creating significant new value for Business ClientsPRESERVATION SERVICES

►With a Preservation policy, companies pay tax-deductible premiums to themselves vs. a 3rd party. ►Premiums not paid in claims (reserves) are retained by members in their own bank account. ►Reserves can be used for most corporate purposes.1PRESERVATION OVERVIEWSpecialized coverages are available1 subject to Dept. of Insurance Approval4

5BUSINESS BENEFITS2 via a specialized insurance programPremiums you pay to yourself are tax deductible expenses.2You have access to your reserves.You retain the pre-tax premiums as reserves.

Pay Yourself - not a third party6

7LoansInvestmentsQualified DividendsClaimsHOW TO USE YOUR PRE-TAX RESERVES

EMERGING RISKSBad events may have a low probability, but can have disastrous outcomes.8

9Cyber Attacks, Intrusion, MalwareDisease-Mitigation Government Mandates, PandemicsSupply Chain Interruptions, Port Strikes, ShortagesDeductible Reimbursement"Make Whole" Replacement CostBank FailureFederal, State Regulatory ActionsClimate-Related Regulatory ActionsDiversity, Equity, Inclusion, Social JusticeFacilitating Transactions Alleged HarmfulPollution Allegations, Remediation CostsSocial Media, Reputation RiskCryptocurrency ExchangeVandalism and Public DisorderWarrantiesFraud, TheftWorkplace Violence, IntimidationDeparture/Loss of Key Employee(s)Violation of Non-compete or Non-disclosure AgreementLabor Actions, Staffing ShortagesErrors and OmissionsUtility InterruptionsRegulatory AuditsIntellectual Property InfringementPermits, LicensesProfessional Opinions Labeled “Disinformation”Lender Refusal to Renew Existing Credit LineActs of Foreign GovernmentsTransit DelaysLoss of Key Customer(s)Loss of Key or Anchor Tenant(s)Tortious Contract InterferencePRESERVATION EMERGING RISKS

"MAKE WHOLE" PROVISION ► Primary commercial insurance likely won't reimburse the total cost to replace a damaged asset. ► However, a "Make Whole" provision can cover the gap between the cost of a replacement asset and commercial insurance reimbursement. ►File a "Make Whole" claim and get back in business almost immediately.10

11Original CostDepreciated ValueCommercial InsuranceReimbursementReplacementCost"Make Whole"Provision

WHAT PRESERVATION DOES ► Regulatory Compliance ► Tax Filings, Reporting ► Structuring ► Claims Processing ► Client Withdrawals ► ConsultingOUR TRACK RECORD14 years of captive ownershipOver 10 years of captive management including regulatory, compliance, and tax mattersPolicy customization12

13 ► Claims Processing ► Client Withdrawals ► ConsultingPRESERVATION SERVICESLower TaxesHigher Cash Flow Cash ReservesRisk ReductionProtect Your Business Insure Your Future

CONTACT USphone: (888) 535 - 7475email: info@preservationservicesllc.comPreservation Services, LLCCopyright © 2023 Preservation Services, LLCAll rights reserved. No part of this publication may be reproduced without express written permission.Nothing in this booklet should be construed to represent tax advice. Consult your own tax professional.68202314