Captive Consulting


Captive Consulting

Expertise and support through every stage of the captive life cycle

Captive consulting

Lockton is uniquely objective, as we do not offer captive management services, nor do we own a group captive. Our team consults on the efficiencies, benefits and considerations of potential captive options. We’ll provide you feasibility studies for new programs, as well as ongoing strategic consulting regarding existing programs. Our CPAs and MBAs evaluate the cash flow, accounting, regulatory, tax and collateral implications of any captive program.

Delivering Results

Our Risk Finance team meets our clients’ increasing demand for alternative risk programs, captive consultation, and collateral strategies. We consult on hundreds of captive insurance programs and risk retention group entities in most domiciles, representing billions of dollars in captive insurance assets.

We engage with clients in all parts of the captive lifecycle, including:

  • Feasibility

  • Formation

  • Utilization

  • Dissolution