CREO

Creo: Create, Make, Beget, Cause.

''Imagination is more important than knowledge. For knowledge is limited
to all we now know and understand, while imagination embraces the
entire world, and all there ever will be to know and understand."
-Albert Einstein

TODAY

Companies are blocked from taking control of their destinies through government regulations, industry paradigms and the lack of vision to be inventive or courageous.

INNOVATION

Breaking through the paradigm and industry obstacles is the outcome of embracing innovation. Industry dominance creates disproportionate barricades to entry, competition and change. True innovation and competition overcomes these barricades with precision in ways that dominance cannot comprehend or stop its emergence.

CREO

Creo is creating an environment where companies will take control of their futures in ways that overcome the obstacles. Control is the key capability to shaping their future, reducing variables and ensuring success. The success of Creo and its breakthrough capabilities lies in its past and experience.

AWARDS

21 years in the captive insurance industry
Certified Risk Manager (CRM) designation
Certified Insurance Counselor (CIC) designation
Have created/placed 700+ individual captives
Has experience in 30+ global and US domiciles
Educated thousands of executive teams to help determine strategic alignment for a captive insurance program for their business.
22 successful IRS captive audit defenses with “no change” letters issued to captive owners
Engaged with 120+ insurance agencies to help them better understand risk management principles and captive alignment
Has been hired by leading actuarial firms to help shape their understanding of correlation between risk management and future loss development
Interviewed for captive expertise by the Wall Street Journal, Forbes, Captive Insurance Times, and Risk Management Magazine.
Captive Review magazine global award winner for Captive Innovation 2015
Captive Review magazine global award winner for Captive Innovation 2016
Captive Review magazine global award winner for Captive Innovation 2017
Captive Review magazine global award winner for Captive Innovation 2018
Captive Review magazine global award winner for Captive Innovation 2019
Captive Review magazine global award winner for Captive Innovation 2020

Creo: Create, Make, Beget, Cause.

''Imagination is more important than knowledge. For knowledge is limited
to all we now know and understand, while imagination embraces the
entire world, and all there ever will be to know and understand."
-Albert Einstein

TODAY

Companies are blocked from taking control of their destinies through government regulations, industry paradigms and the lack of vision to be inventive or courageous.

Innovation

Breaking through the paradigm and industry obstacles is the outcome of embracing innovation. Industry dominance creates disproportionate barricades to entry, competition and change. True innovation and competition overcomes these barricades with precision in ways that dominance cannot comprehend or stop its emergence.

CREO

Creo is creating an environment where companies will take control of their futures in ways that overcome the obstacles. Control is the key capability to shaping their future, reducing variables and ensuring success. The success of Creo and its breakthrough capabilities lies in its past and experience.

Creo: Create, Make, Beget, Cause.

''Imagination is more important than knowledge. For knowledge is limited to all we now know and understand, while imagination embraces the entire world, and all there ever will be to know and understand."
-Albert Einstein

TODAY

Companies are blocked from taking control of their destinies through government regulations, industry paradigms and the lack of vision to be inventive or courageous.

INNOVATION

Breaking through the paradigm and industry obstacles is the outcome of embracing innovation. Industry dominance creates disproportionate barricades to entry, competition and change. True innovation and competition overcomes these barricades with precision in ways that dominance cannot comprehend or stop its emergence.

CREO

Creo is creating an environment where companies will take control of their futures in ways that overcome the obstacles. Control is the key capability to shaping their future, reducing variables and ensuring success. The success of Creo and its breakthrough capabilities lies in its past and experience.

ACHIEVEMENTS

21 years in the captive insurance industry
Certified Risk Manager (CRM) designation
Certified Insurance Counselor (CIC) designation
Have created/placed 700+ individual captives
Has experience in 30+ global and US domiciles
Educated thousands of executive teams to help determine strategic alignment for a captive insurance program for their business.
22 successful IRS captive audit defenses with “no change” letters issued to captive owners
Engaged with 120+ insurance agencies to help them better understand risk management principles and captive alignment
Has been hired by leading actuarial firms to help shape their understanding of correlation between risk management and future loss development

ACHIEVEMENTS

Interviewed for captive expertise by the Wall Street Journal, Forbes, Captive Insurance Times, and Risk Management Magazine.
Captive Review magazine global award winner for Captive Innovation 2015
Captive Review magazine global award winner for Captive Innovation 2016
Captive Review magazine global award winner for Captive Innovation 2017
Captive Review magazine global award winner for Captive Innovation 2018
Captive Review magazine global award winner for Captive Innovation 2019
Captive Review magazine global award winner for Captive Innovation 2020