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How Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson Interview
Manage episode 496282938 series 2876828
In this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.
You’ll learn how smart risk management can:
- Help businesses weather economic storms
- Turn tax liabilities into financial assets
- Fund deductibles, protect brand reputation & survive disruptions
- Provide a competitive edge through 831(b) plans
Timestamps
00:00 – Meet Van Carlson: Coast Guard vet turned insurance innovator
01:37 – How the 2008 recession exposed traditional insurance gaps
05:10 – What is an 831(b) plan and why was it created?
06:40 – How 831(b) helps manage unfunded liabilities with pre-tax dollars
08:58 – How 831(b) plans reduce tax burdens and boost financial stability
13:01 – How 831(b) covers cyber risk, brand protection & supply chain risk
19:38 – 831(b) vs. 401(k): tax implications & exit strategies
21:31 – What business owners must understand before setting up an 831(b)
26:01 – The future of risk management: what’s coming next
32:49 – Today’s world is riskier — here’s how to stay resilient
Whether you're an investor, advisor, or entrepreneur, this episode offers real tools to protect what you’ve built and position your business for long-term success.
🔗 Learn more at: https://www.831b.com
858 episodes
How Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson Interview
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Manage episode 496282938 series 2876828
In this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.
You’ll learn how smart risk management can:
- Help businesses weather economic storms
- Turn tax liabilities into financial assets
- Fund deductibles, protect brand reputation & survive disruptions
- Provide a competitive edge through 831(b) plans
Timestamps
00:00 – Meet Van Carlson: Coast Guard vet turned insurance innovator
01:37 – How the 2008 recession exposed traditional insurance gaps
05:10 – What is an 831(b) plan and why was it created?
06:40 – How 831(b) helps manage unfunded liabilities with pre-tax dollars
08:58 – How 831(b) plans reduce tax burdens and boost financial stability
13:01 – How 831(b) covers cyber risk, brand protection & supply chain risk
19:38 – 831(b) vs. 401(k): tax implications & exit strategies
21:31 – What business owners must understand before setting up an 831(b)
26:01 – The future of risk management: what’s coming next
32:49 – Today’s world is riskier — here’s how to stay resilient
Whether you're an investor, advisor, or entrepreneur, this episode offers real tools to protect what you’ve built and position your business for long-term success.
🔗 Learn more at: https://www.831b.com
858 episodes
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