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P R E S E R V A T I O NS E L F - I N S U R A N C ECopyright © 2024 Preservation Services, LLC
THE PRESERVATION WAY2Risk + Tax strategies used by the Fortune500 should be available to Main Street
LET’S TALK TAXES3
YES, TAXES CAN BE REDUCED4The mechanism is a Preservation self-insurance policy
Like all insurance, Preservation self-insurance premiums are deductible...5...the difference is, you keep more than 80% of the premium!Without Preservation With Preservation
Working CapitalHOW TO USE YOUR PRE-TAX RESERVESClaimsLoans, Leases6Qualified DividendsInvestments
Capital EfficiencyOUR EXPERTISE BECOMES YOUR ADVANTAGE7Tax Efficiency01 02
Fortune 500 companies have been successfullyusing self-insurance for over 60 years.8With Preservation, your company can too!
LET’S TALK RISK9With Preservation, tax reduction and riskreduction are two sides of the same coin
10Preservation offers a proprietary EmergingRisk policy that covers over 40 adverse eventstraditional carriers won’t insure.Examples:Supply chain interruptions e.g., port strikes,natural disasters, pandemicsDeductible reimbursement e.g., P&C, GL, etc.Cyber risksRegulatory risksUtility interruptions
11Tax-deductible, Preservation premiums create a financial “Nest Egg”It’s your money. Use it for:a) unexpected eventsb) tax-deferred dividends/retirement
“Fine print” in traditional policies excludes coverage A Preservation self-insurance policy includes the “fine print”!12Copyright © 2024 Preservation Services, LLC
Coverage Gaps13Copyright © 2024 Preservation Services, LLCA Preservation self-insurance policy fills the gaps in conventional policies
Regulatory ComplianceTax Filings, ReportingStructuringWHAT PRESERVATION DOESClaims ProcessingClient WithdrawalsConsultingOUR TRACK RECORDOver 15 years of captive experience includingregulatory, compliance, and tax mattersTN registered captive managerPolicy customizationProven financial results14Copyright © 2024 Preservation Services, LLC
Lower Taxes Cash ReservesPRESERVATION SERVICESRisk ReductionHigher Cash Flow15Copyright © 2024 Preservation Services, LLCProtect Your Business Ensure Your Future
CONTACT USphone: (888) 535 - 7475email: info@preservationservicesllc.comCopyright © 2024 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.