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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 EF O R B U I L D E R SCopyright © 2024 Preservation Services, LLC

Construction risks are changing rapidly.2Copyright © 2024 Preservation Services, LLC Why trust the same old policies that may not cover you?

8Copyright © 2024 Preservation Services, LLC Imagine If you could......keep most of the premiums!...get the coverage you really need...eliminate the “fine print”3

You pay tax-deductiblepremiums into your bank account!Meet your risk + financial goals with self-insuranceCopyright © 2024 Preservation Services, LLC 4It’s Possible!

5It’s your money. Use it for:a) unexpected eventsb) tax-deferred dividends/retirementTax-deductible, self-insurance premiums create a financial “Nest Egg”

Property and CasualtyCopyright © 2024 Preservation Services, LLC 6Self-Insurance May Reduce the Cost of High Deductible PoliciesGeneral LiabilityEmerging Risks, e.g., cyber attacksUnexpected Impact fees/moratoriums

Your Broker and Preservation can construct a self-insurance policy that meets your needs!7Copyright © 2024 Preservation Services, LLC

Hammer down the premium you want...we’ll show you the coverage it buys8Copyright © 2024 Preservation Services, LLC

With a pre-tax Nest Egg, your broker canoptimize your traditional policies9Copyright © 2024 Preservation Services, LLCPer-Occurrence, Aggregate LimitsLimitations &ExclusionsDeductibles

“Fine print” in traditional policies excludes coverage A Preservation self-insurance policy includes the “fine print”!10Copyright © 2024 Preservation Services, LLC

Coverage Gaps11Copyright © 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 results12Copyright © 2024 Preservation Services, LLC

Lower Taxes Cash ReservesPRESERVATION SERVICESRisk ReductionHigher Cash Flow13Copyright © 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.