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SERVICES

  • Healthcare Captives, P&C Captives, Medicare, Group Healthcare, and Reinsurance

  • Small Captive Reinsurance Company management, consulting, and administration.

  • Program development and legal review.

  • Keeping up with the ever-changing compliance and regulatory environment.

  • Contract and claims administration.

  • Monthly reporting and quarterly financials.

  • Annual renewal and filing for the captive insurance company.

  • Annual tax preparation.

PROGRAMS
Reinsurance

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Automotive Dealerships & Finance Companies – Automotive Reinsurance allows dealerships and lenders to retain underwriting profits, reduce reliance on traditional insurers, and enhance financial security

 

Manufacturers frequently extend warranties on their products. We specialize in helping you structure your warranty into a small captive, enabling you to reserve funds for potential losses while capitalizing on advantageous tax rate savings.

Enterprise Risk Management (ERM)

Organizations utilize Enterprise Risk (ER) methods and processes to effectively manage and capitalize on opportunities related to potential risks. ER establishes a framework for risk management, focusing on the identification and assessment of potential based on their likelihood. We can pinpoint these risks and determine the level of involvement (risk sharing) that is acceptable to them.

Medicare Services

At Swagerty Agency, LLC, we provide expert guidance to help individuals and businesses navigate the complexities of Medicare. Our services include:

  • Medicare Plan Selection – We assist in choosing the right Medicare coverage, including Medicare Advantage, Medigap, and Part D prescription drug plans.

  • Personalized Consultations – We assess healthcare needs and financial goals to recommend the most cost-effective solutions.

  • Plan Comparisons – We analyze multiple Medicare options to ensure clients receive the best coverage at the most competitive rates.

  • Enrollment Assistance – We simplify the application process, ensuring a smooth transition into Medicare coverage.

  • Ongoing Support & Annual Reviews – We provide continuous guidance, helping clients adjust their plans as healthcare needs evolve.

Healthcare Captives

 

Who Can Benefit from Our Healthcare Captive Programs?
Swagerty Agency, LLC specializes in Healthcare Insurance Captives, offering small to mid-sized businesses (under 1,500 employees) a cost-effective, customized alternative to traditional health insurance. Our programs are ideal for:

  • Employers Seeking Cost Control – Businesses looking to stabilize healthcare costs and reduce reliance on commercial insurers.

  • Self-Funded Companies – Organizations that want greater flexibility in managing employee healthcare benefits while minimizing financial risk.

  • Industry Groups & Associations – Companies within similar industries can pool resources to create Group Healthcare Captives, optimizing coverage and cost efficiency.

  • Businesses with Strong Risk Management – Companies with stable claims histories can benefit from tailored healthcare solutions, ensuring long-term financial sustainability.

By leveraging Healthcare Captives, businesses gain greater control, cost savings, and customized coverage, creating a more predictable and efficient healthcare strategy.

Specialized Programs

At Swagerty Agency, we have created variety of specialized programs designed for businesses that typically lack access to the benefits of owning a small captive insurance company. If your business is managing a specific risk in-house, we can it to determine if there's an opportunity to develop a program that maximizes the advantages our offerings provide.

For more information on how our programs improve tax structure, minimize risk, and maximize wealth accumulation, please reach out to us.
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