Broker Check
05 Oct
The Family Biz Show Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny


Ep 44: 831(b)/Captive Insurance Plans: Love & Scrutiny

Get ready to talk the risk and rewards all around 831(b) plans with expert Van Carlson* of Strategic Risk Alternatives. During this live episode on October 5th at 12pm EST, we’ll discuss:

  • Why the IRS recently sent out a “soft warning” letter to 831(b) plans and what it means for Captives.
  • Risk Management utilizing tax code 831(b).
  • How an 831(b) can help businesses weather economic downturns.
  • When a Captive Insurance Company is NOT right for your business.

Register to watch live here:

This Weeks Guest


Founder & Chief Executive Officer of Strategic Risk Alternatives

Van Carlson* is the Founder & CEO at Strategic Risk Alternatives. SRA believes small and mid-size businesses are the lifeblood of the American economy. The 831(b) Plans we administrate are meant to ensure these businesses weather the storm.

We care deeply about the financial security of our clients and their businesses. Our talented and motivated team strives to provide creative, quality, well-designed plans to address the varying needs of the clients we serve.

Van has twenty five years of experience within the risk management industry. Van began his career with Farmers Insurance Group as an agent; eventually growing his book to be among the largest in his home state of Idaho. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market.

You can learn more about Strategic Risk Alternatives on their website or visit them on Facebook, Instagram, Vimeo, YouTube and LinkedIn.


*Not affiliated with Lincoln Financial Advisors Corp.

Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.


Date and Time

Tue, Oct 05, 2021

12:00p - 1:00p EST




Event Registration