Wealth Management

Wealth Management & Participation Programs

At Melhus & Associates, we have expertise in various profit participation structures, such as CFCs, NCFCs, DOWCs, FIP, Retros, Domestic Captives, and Hybrid Reinsurance/Retro.  Our aim is to give you the tools you need to optimize your profits while minimizing risks and operating expenses. We believe in educating our clients so that they can make informed decisions and get the most out of their future investments.

A wealth-building program of your choice can provide you with greater underlying profits, for significantly less cost, than similar programs offered by others in our industry.

Our team of financial experts does absolutely everything for you, including company formation, corporate management, financial statement and tax return preparation, regulatory reporting, policy administration, claims adjudication, and program development. All you will have to do is watch your profits grow.  We work closely with every dealer partner to find the wealth-building solution that fits them and their business. We look at your plans for future growth, as well as premiums and tax implications to ensure we avoid any tax issues and provide the most profitable solution possible. It all adds up to a program that could be far superior, and much more profitable, than the one you may have now. At our company, we provide a No Obligation Reinsurance Program Analysis, recognizing that not all programs are created equal. We also offer continued performance monitoring for your book of business.