Creating Wealth

What’s the key to running a more profitable dealership? Owning 100% of your program profits.

The profit margins for running a dealership are slimmer than ever. We can help you learn how to underwrite the programs you sell to create yet another income stream. We can help you structure your programs, choose appropriate carriers, and prepare for taxes.

Levels of dealer income participation:

Self-Insured

Learn the legal and insured way to hold reserve for products you sell.

Retrospective

Retrospectives offer a system to participate in underwriting profit and corresponding income on the products you sell. No setup costs. No annual expense. And no tax implications involved. It’s a win–win.

Reinsurance

Owning a reinsurance company provides opportunities for underwriting profit and investment. And there are more benefits: preferential tax treatment, estate planning, and key employee retention.

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