Scott Stone was one of the featured speakers at the Tennessee Captive Insurance Association’s 6th Annual Conference in Nashville, TN. His first presentation was titled “Captives 101” and he co-presented with Belinda Fortman, COO at Risk Matters, LLC.  The presentation focused on the issues to address when forming a new captive including tax treatment, compliance issues and funding requirements.

His second presentation was titled “You Know You Need It, But You Don’t Know Why” and addressed the reporting requirements for captives including the Feasibility Study, Reserve Study, Actuarial Opinion Summary and Annual Pricing Study.  Thomas Meyer, a Partner with Select Actuarial Services was a co-presenter with Scott.

If you would like to learn more about captives or the reporting requirements discussed in his presentation, send an email to info@captivesUSA.com.