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Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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How Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson Interview

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Manage episode 496282938 series 2876828
Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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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

  continue reading

858 episodes

Artwork
iconShare
 
Manage episode 496282938 series 2876828
Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

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

  continue reading

858 episodes

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