Captive Conversations by Helio Risk

Helio Risk
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On each episode of Captive Conversations, the team at Helio Risk sits down with leaders, innovators, and experts from across the captive insurance industry. Through candid one-on-one conversations, we explore how businesses are turning risk into opportunity: covering captive formation, risk financing strategy, regulatory shifts, and the real-world lessons behind successful programs. Whether you're a business owner, CFO, broker, or industry insider, you'll come away with practical insight from the people shaping the future of captive insurance.

Episodes

  1. Jun 22

    Captive Conversations by Helio Risk • Season 1, Episode 1

    Kyle Sweet, Partner and Chief Strategy Officer at Helio Risk, LLC, hosts Madeline Jacobs, CPFA®, financial planner at Jacobs, Coolidge & Company, LLC.  They discuss the benefits of captive insurance and wealth management. Madeline works with business owners to manage their captive insurance and investment funds. They highlight the advantages of captive insurance, including retaining underwriting profits and turning risk into revenue. Madeline emphasizes the importance of understanding clients' goals and risk profiles, and the role of fiduciaries in acting in clients' best interests. They also discuss the impact of rising insurance costs and the flexibility of captive insurance in various industries. The views and opinions expressed on this podcast are those of the hosts and guests and do not necessarily reflect the official position of Helio Risk. This content is provided for general informational and educational purposes only and does not constitute legal, tax, financial, insurance, or other professional advice. Captive insurance arrangements involve complex regulatory, legal, and tax considerations that vary by situation and jurisdiction. You should consult your own qualified advisors before making any decisions based on the information discussed. Helio Risk makes no representations as to the accuracy or completeness of any information shared by guests.

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About

On each episode of Captive Conversations, the team at Helio Risk sits down with leaders, innovators, and experts from across the captive insurance industry. Through candid one-on-one conversations, we explore how businesses are turning risk into opportunity: covering captive formation, risk financing strategy, regulatory shifts, and the real-world lessons behind successful programs. Whether you're a business owner, CFO, broker, or industry insider, you'll come away with practical insight from the people shaping the future of captive insurance.

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