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wPreservation Services, LLC a Boutique Captive SolutionCopyright © 2023 Preservation Services, LLC

However...You're doing the right thing by offering a robust retirement plan for your employees.2

3What about YOU and YOUR family?A Preservation self-insurance policy can: a.) protect your business now b.) protect you and your family in the future

A Preservation Emerging Risk Policy builds a solid foundation to protect your business against adverse events.4

5PRE-TAX insurance premiums become reserves which you retain if you sell your business.Years(Claims)Net Reserves $$$

EMERGING RISKSBad events may have a low probability, but can have disastrous outcomes.6

7In addition to cyber threats, there are many other new emerging risks.However, you can mitigate these new risks and fill in policy gaps from traditional carriers. A Preservation self-insurance solution also creates significant financial advantages!

PRESERVATION OVERVIEW1 via a specialized insurance programPremiums you pay to yourself are tax deductible expenses.1You retain the pre-tax premiums as reserves.8

9PRESERVATION OVERVIEWSpecialized coverages are available.You have access to your reserves.

Cyber 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, TheftPRESERVATION EMERGING RISKS10

11Workplace 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

a) insulate operating cash flow from adverse events b) protect business valuationsADVANTAGES OF PRE-TAX RESERVES12

13"MAKE WHOLE" PROVISIONHowever, a make whole provision can cover any difference between asset replacement cost and depreciated values assigned by a traditional carrier.Primary insurance is unlikely to reimburse the total cost to replace a damaged asset.While your claim is pending with a traditional carrier, use a short term loan from reserves to get 100% of the replacement cost of an asset.

HOW TO USE YOUR PRE-TAX RESERVESClaimsLoansInvestmentsQualified Dividends14

15WHAT PRESERVATION DOESRegulatory ComplianceTax Filings, ReportingStructuringClaims ProcessingClient WithdrawalsConsultingOUR TRACK RECORD14 years of captive ownershipOver 10 years of captive management including regulatory, compliance, and tax mattersPolicy customization

PRESERVATION SERVICESLower TaxesHigher Cash Flow Cash ReservesRisk ReductionProtect Your Business Ensure Your Future16

17CONTACT 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.10423