Show Notes
Kyle Sweet, Partner and Chief Strategy Officer at Helio Risk, LLC, hosts Madeline Jacobs, CPFA®, financial planner at Jacobs, Coolidge & Company, LLC. They discuss the benefits of captive insurance and wealth management. Madeline works with business owners to manage their captive insurance and investment funds. They highlight the advantages of captive insurance, including retaining underwriting profits and turning risk into revenue. Madeline emphasizes the importance of understandin...