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What About Wealth?

What About Wealth?

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May 28th 2013:Captive Insurance Basics

What is a captive insurance company and why might someone want to form one? This morning we have a wonderful guest, Dana Sheridan, and we will separate the discussion of why someone might want to form a captive into two segments, one from the insurance and risk management perspective and the second to discuss tax and wealth management benefits. Since Dana is the general counsel and Chief Compliance Office for her captive management company, we will focus mainly on the captive as a risk management and insurance tool.

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Featured Guest

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Dana Hentges Sheridan

General Counsel and Director of Corporate Risk Evaluation dsheridan@activecaptive.com Dana has been involved in risk management for nearly two decades. Dana’s background includes a bachelor of arts in English and Philosophy, minor in Psychology from College of St. Catherine, Phi Beta Kappa; Juris Doctor degree from William Mitchell College of Law, Cum Laude. Member of the California Bar, Minnesota Bar, U.S District Court for the District of Minnesota, and the Central, Northern and Eastern Districts of the federal courts in California. Her publications include contributing author to Chapter 38, “Understanding Errors and Omissions Insurance,” New Appleman Insurance Practice Guide, Volume 3 (
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