Wealth Matters By Alpesh Parmar
Business:Investing
205: How To Use Captive Insurance For Asset Protection and Tax Reduction with Wesley Sierk
Wesley Sierk is the President and Lead Strategist at Risk Management Advisors, Inc. and an expert in the implementation, design and management of captive insurance.
With almost 20 years of experience in the field, Sierk has unique insights into the world of captive insurance, asset protection and risk management. Today, his firm manages the second-largest number of captives in the world.
Wesley is a versatile, opinionated and dynamic speaker on a range of matters related to finance, business and insurance. He is also the author of two major books on the topics of asset protection and captive insurance, as well as a prominent keynote speaker at conferences around the United States.
*DISCLAIMER - We are not giving any financial advice. Please DYOR*
(00:00 - 1:50) Opening Segment
-Introduction of the host into the show
-Alpesh introduces the guest of the show, Brian Kasal
-Brian shares something interesting about himself
(1:50 - 31:42) How To Use Captive Insurance For Asset Protection and Tax Reduction
-Which assets do Sierks want to invest, and why?
-Alpesh asks some questions
-Is there any tool or website Wesley recommends
-Wesley gives advice to beginner investors
(31:42 - 40:00) Fire Round
-Would Wesley be changing business strategy after the pandemic
-Wesley shared a book he read
(40:00 - 41:25) Closing Segment
-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.
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