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Captive Insurance: The Definitive Guide

Your one-stop resource to understand the ins and outs of captive insurance.

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Guide to captive insurance cover page

With higher premiums, a lack of capacity, increased deductibles, and more stringent terms and conditions, captive insurance use is more popular than ever.

But is a captive right for your organisation? How can it be used? What are the costs? How are they formed?

The Definitive Guide to Captive Insurance is your one-stop resource to understand the ins and outs of captive insurance. You'll have common questions answered, be in a better position to determine if a captive is a right fit, come away with step-by-step instructions for implementing a captive, and be able to introduce the concept to your executive team confidently. Get your copy now.

What you’ll learn:

  1. What is a captive?
    Gain a deeper understanding of what a captive is and how leaders are using captives in today's market.
  2. What are captives commonly used for? 
    Find out the common and not so common ways captives are being used by some of the world's top companies.
  3. Do you need a captive? 
    Use our checklist to see if a captive insurance program makes sense for your business's unique risks and goals.
  4. What are my costs, budget, and timeline considerations? 
    Explore the costs you'll need to factor into the budget for your captive, along with how long it will be before you start seeing potential returns.
  5. How do I introduce a captive to my executive team? 
    Discover the best ways to explain a captive to your executive team to build understanding and buy-in.
  6. What steps will I need to take when creating and owning a captive?
    Learn the ins and outs of setting up a captive, followed by tips for operating and measuring your captive's performance to make sure you maximize potential benefits. 

This document and any recommendations, analysis, or advice provided by Marsh (collectively, the ‘Marsh Analysis’) are not intended to be taken as advice regarding any individual situation and should not be relied upon as such. This document contains proprietary, confidential information of Marsh and may not be shared with any third party, including other insurance producers, without Marsh’s prior written consent. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and risk consultants and are not to be relied upon as actuarial, accounting, tax, or legal advice, for which you should consult your own professional advisors. Any modelling, analytics, or projections are subject to inherent uncertainty, and the Marsh Analysis could be materially affected if any underlying assumptions, conditions, information, or factors are inaccurate or incomplete or should change. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its accuracy. Except as may be set forth in an agreement between you and Marsh, Marsh shall have no obligation to update the Marsh Analysis and shall have no liability to you or any other party with regard to the Marsh Analysis or to any services provided by a third party to you or Marsh. Marsh makes no representation or warranty concerning the application of policy wordings or the financial condition or solvency of insurers or re-insurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance coverage. LCPA 22/234

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“Marsh Pty Ltd (ABN 86 004 651 512, AFSL 238983) (“Marsh”) arrange this insurance and is not the insurer. The Discretionary Trust Arrangement is issued by the Trustee, JLT Group Services Pty Ltd (ABN 26 004 485 214, AFSL 417964) (“JGS”). JGS is part of the Marsh group of companies. Any advice in relation to the Discretionary Trust Arrangement is provided by JLT Risk Solutions Pty Ltd (ABN 69 009 098 864, AFSL 226827) which is a related entity of Marsh. The cover provided by the Discretionary Trust Arrangement is subject to the Trustee’s discretion and/or the relevant policy terms, conditions and exclusions. This website contains general information, does not take into account your individual objectives, financial situation or needs and may not suit your personal circumstances. For full details of the terms, conditions and limitations of the covers and before making any decision about whether to acquire a product, refer to the specific policy wordings and/or Product Disclosure Statements available from JLT Risk Solutions on request. Full information can be found in the JLT Risk Solutions Financial Services Guide.”