Risk Management Services

Feasibility Study


The first step in your insurance company risk analysis, insurance coverage design and formation process. 

Captive Formation


The structure and formation of a captive varies by the complexity of the organization. Accurate assessment and analysis is the key to a cost effective and efficient risk mitigation solution.

Captive Investment Services


Bookmark Advisors is an independent investment management firm fis a member of Advisory Services Network, LLC, a registered investment advisor. Working with high net-worth individuals and their families, business leaders and entrepreneurs, retirees, and select institutions across the nation, their goal is to build trusted, long-term relationships in order to serve varied financial needs now and in the future.

Healthcare Captives


This unique approach with clients is to review their current plan with fresh eyes and develop custom-made plans that are catered to your company's specific healthcare needs. Our extensive industry knowledge is the key to helping solve the trade-off of cost vs benefit.

Client Guidance, Assistance & Support


At Independent Captive Associates, LLC we are here every step of the way to assist you through the process of establishing your Captive Insurance Company.

Client Education


Webinars / Articles / Training CPAs - In-house training offered to CPA Firms. CPE credits offered. Independent Captive Associatest, LLC is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.