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Jules & Kohn Financial LLC
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Business description
Jules & Kohn is a company formed to advise, invest, analyze risk and purchase insurance for co.s by the formation of a Captive Ins. Co.
Jules & Kohn's managing partner is a registered investment advisor and Insurance Agent with backgrounds in Investment Banking on the international stage. We show business owners/ physicians groups how to set up a captive inorder to insure their own risks, purchase insurance from the re-insurance market, retain risk within their captive receive up to 1.2 million in premiums tax free each year per IRS Tax codes 162 and 831(b), and create a wealth transfer tool to supplement retirement benefits.
General information
- Business Services Financial Investment Advice Financial Advisory Services
| Estimated number of employees: | 2 to 4 | |
| City / suburb: | Fort Lauderdale, FL | |
| County: | Broward |
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