Helping you navigate through all the complexities of captive insurance…

A captive insurance company may be the best comprehensive business planning tool available to small business owners today. But, is this powerful tool right for your business? Montera’s decades of experience give us the knowledge and understanding necessary to help you determine if captive insurance is the right strategy for your business.
• What is Captive Insurance?
Read more about the Analysis & Formation Process…

The Montera Team is personally committed to each and every client

We’re excited by the prospect of meeting you, learning about your business, and understanding your specific needs. If appropriate, we’ll convert those needs into the reality of a captive insurance company which will be highly effective in managing your business risk and building your financial war chest.
Read more about the Montera Team…

Protect Your Business; Build a Financial War Chest

With our customized solutions, you can use pre-tax dollars to create a substantial war chest to protect the business you have worked so hard to build. Your captive can insure risks unique to your business and industry, customized to ensure maximum protection for all the risks your business is exposed to.
Based on this solid risk management platform, a properly structured captive insurance company also has the potential for tax reduction, wealth accumulation, and business asset protection. In addition, a captive can potentially be incorporated in estate & succession strategies to accomplish generational wealth transfer. All seamlessly done with one experienced and professional captive management company.
Read more about the benefits of owning a captive insurance company…


“Your business has uninsured risk. You owe it to yourself to examine the advantages of addressing that risk through your own insurance company!”


Learn about the Montera Difference

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