Alliance Reinsurance Company – eR3 Plan Webinar May 2025
Discover the powerful strategy behind the eR3P Plan—an innovative private insurance model designed to protect your business, lower insurance costs, and build long-term wealth. In this episode, Craig Clemons and CPA David Auer break down how high-income professionals, especially physicians and business owners, can leverage private insurance for:
✅ Enterprise risk protection
✅ Tax-deductible insurance premiums
✅ Tax-free dividends using a Roth 401(k)
✅ Better cash flow and asset protection
✅ Long-term investment growth
They explain how this strategy avoids the IRS scrutiny of micro-captives (Section 831(b)) by operating under Section 831(a), and how businesses earning as little as $500,000 in annual revenue can now access what used to be a tool only for multi-million-dollar corporations.
🧠 Example Case Study: See how a $100K/year contribution can grow to 50% more wealth than traditional retirement accounts.
Contact us today to learn how you can develop a customized risk management strategy that aligns with your financial goals. Self-insurance can be a powerful tool for cost management and risk control, but it requires careful planning and financial discipline. While it offers advantages in terms of flexibility and potential savings, it also carries significant financial responsibilities. Evaluating your risk tolerance and financial capacity is crucial before deciding to self-insure.
This post serves solely for informational purposes and should not be construed as legal, business, or tax advice. Individuals should seek guidance from their attorney, business advisor, or tax advisor regarding the matters discussed herein. Alliance Reinsurance Company assumes no responsibility for actions taken based on the information provided in this post.