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Captive Formation: An Actuary's Point of View
Derek Freihaut May 13, 2021 Posted in: Blog Posts, Captives, News

What are the most important considerations for a company when starting a captive? On April 28, I participated in a roundtable discussion hosted by Captive Review, conferring with other experts in captive formation about planning a successful captive. From an actuarial point of view, communication is key. Not only should all projections be documented, but all details, analyses, methods and other important communications must be clear and understandable. Insurance and actuarial reports are not always intuitive for new captive owners, so comprehensible communication of financial considerations to captive owners is paramount.

Pinnacle’s Clients Say It Best
Derek Freihaut May 15, 2018 Posted in: Blog Posts, General, News
Each year, we ask our clients to rate their level of satisfaction with Pinnacle’s services and request their input as to how we can improve their overall client experience. We’re proud that our 2017 client survey yielded a 99% satisfaction rate, and we sincerely thank our client participants for their responses.
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