Meeting Information
“Protect Your Business, Secure Your Legacy”
Tuesday December 5, 2023
3:30pm - 5:00pm US/Mountain GMT-7:00

Meeting capacity:


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Topic:  “Protect Your Business, Secure Your Legacy”

Speaker:  Mark Sims, President, Madison Insurance Group

In this presentation, Mark Sims will discuss how a business can guard against a catastrophic business interruption, while rewarding the business and its owners for good risk management.  Mark will show how a tax efficient strategy can be utilized to protect your business from an uncontrollable business interruption event by transferring the risk to a third party private insurance structure, while allowing the underwriting profit and investment income from the unused premiums to be returned to an investor (business owner).  This powerful session will show you how to turn and insurance expense into a potential profit center for the business and its owner(s)

Speaker’s Bio:
 Mark Sims is President for Captive Alternatives, LLC. With more than 25 years of experience, Mark is an expert in the field of enterprise risk management and insurance consulting. In his role as President, Mark helps businesses insure catastrophic risk and employee benefit programs, converting premiums into financial assets through a Private Insurance Linked Security. Since joining CapAlt in 2000, Mark has worked closely with tax attorneys, estate planning firms, family offices, and trusted advisors to create customized risk management solutions for HNW individuals and businesses owners across multiple sectors. 

Mark is a charismatic and popular professional speaker who is regularly invited to speak to professional groups and associations throughout the country on the use of Private Insurance Companies for risk management, asset protection, wealth preservation and exit strategies. He is certified by the National Association of State Boards of Accountancy as a National Registry CPE Sponsor on the topics of Enterprise Risk Management and Insurance. He regularly provides industry-specific webinars and group live presentations to advisor groups and CPAs who want to learn more about the Private Insurance Company and the Puerto Rico domicile.


.Mark Sims


For meeting information, please contact:

Mark Johnson

(602) 882-3086
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