Wealth Building

Retro Plans | Reinsurance | DOWC | Dealer Advances

SUG has the expertise and commitment to help our dealer partners maximize their wealth building via reinsurance structures . We offer consultation for the formation of CFC’s and NCFC’s based on the specific needs of our dealership partners. We represent Reinsurance & Assoicates and GPW & Associates for our formation and accounting services.

Our Services Include:

Company Formation

formation of the reinsurance company, corporate record book, federal tax identification number and NAIC alien number.

Corporation Record Management

prepare shareholder and board of director minutes and amendment to article of incorporation and by-laws as needed.

Monthly Cession Statements

monthly production statement provided by administrator including ceded premiums and losses.

Investment Oversight

recommendation for investment advisors and financial institutions. However in most cases you can use you current banking or investment relationships if desired.

Charter Renewal

prepare paperwork for domicile to renew corporate charter on annual basis.

Annual Financial Statements & Tax Preparation

Annual Financial and NAIC statements along with Annual Federal Income tax returns.

Quarterly Reporting

optional quarterly reporting available by carrier for multiple product lines.

If Reinsurance isn’t the right option we also offer no cost retro plans and dealer owned warranty company options.

Let SUG become your wealth building partner today and down the road.