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.