Agent & Broker Partner Guide: Captive Insurance, Commissions & Next Steps | 3F Captive Services

This video for insurance agents and brokers introduces the details of 3F Captive Services' Agents & Brokers partnership program. Partner with 3F, keep your existing book, and add a new revenue stream. Here's everything agents and brokers need to know about our partnership program. 👉 Schedule a partner call: https://www.3fcaptiveservices.com/lp/.... In this session from the 3F Intelligence Series, host Robert O'Shaughnessy of OE Communications talks with 3F Captive Services co-founders Jonathan Strike and Patrick Johnston about: • What a captive is, and why it sits alongside traditional coverage • How to spot which clients in your book are already candidates • What the no-cost policy analysis involves (results in under a week) • How 3F's referral program works CHAPTERS 0:00 Introduction 0:49 What is captive insurance? 1:39 Why captives matter in today's market 2:29 Every client is already self-insuring 3:12 A new offering for your clients 5:10 How much work it is for the broker 6:16 What the policy analysis involves 7:12 Start with your top 20 clients 7:53 Does this compete with my book? 8:27 ""This feels too complex"" 9:22 831(b), explained 10:31 Does the client own something real? 11:54 How the process works 13:17 Signs a client is a candidate 14:34 What to say to your client 16:43 The no-cost analysis and referral program 17:58 Next step: talk to 3F 18:41 Broker Q&A: competing with your book 19:43 Referral compensation 20:37 Do 831(b)s raise red flags? 21:19 Industries that fit 21:52 When a captive isn't a fit 22:27 Do I need to know captives? 22:59 How fast is the analysis? 23:13 Detailed tax questions 24:15 Key takeaways ABOUT 3F CAPTIVE SERVICES https://3fcaptiveservices.com/?utm_so... This video is for educational purposes and is not tax, legal or financial advice.