
The Captive Conversation Part 3, Shoptalk Episode #191
In the third installment of our four-part series on Power Producers Shop Talk, host David Carothers and Warren Cleveland of Captive Coalition break down the fundamentals of captive insurance. This episode is designed to give agents the foundational knowledge needed to confidently discuss captives with clients. Warren demystifies the core concept, explains the different models, and provides a critical warning against the misused 831(b) tax election. They also tackle common misconceptions about size and risk, and outline the ideal prospect profile, emphasizing that commitment to risk management is non-negotiable for success.
























