Van Carlson

Van Carlson, the Founder & CEO of SRA, brings over 25 years of risk management experience to the discussion. He dives into the world of Micro-Captive Insurance, specifically the 831(b) Plans, revealing how small to mid-market businesses can retain significant risk and premiums while enjoying tax benefits. Van explains the parallels between 401(k) and 831(b) accounts, emphasizing proactive risk management. His insights are a game-changer for farmers and business owners looking to gain control over their financial futures.

Van Carlson, founder and CEO of SRA 831(b) Admin, is an industry leader in enterprise risk management. He emphasizes the fallacy of doing it all yourself and the importance of hiring the right team. The conversation dives into the 831(b) plan, a unique tool that allows business owners to self-insure while benefitting from tax exemptions. Carlson explains how traditional insurance often fails to protect intangible assets, stressing the need for tailored solutions. He also shares insights on business succession strategies and how calculated risks can spark financial success.