Make the right decision for your insurance risk
Managing risk is critical to your success.
For some organizations, an effective alternative risk transfer arrangement is a better option for their risk management program than traditional insurance. However, evaluating whether to establish such a program requires specialized knowledge, sound analysis and extensive planning. And once these programs are formulated, they require regular evaluation to help ensure that they’re reducing insurance costs, providing additional income and growing.
Wipfli can help you manage your alternative risk transfer arrangement, providing you with experienced, objective guidance to help you navigate the alternative risk space.
Why Wipfli?
Wipfli’s insurance team understands the complex decisions that go into establishing and effectively managing an alternative risk transfer arrangement. We’re equipped to help you formulate, evaluate and drive their success with industry-specific services, captive insurance solutions and a dedicated, multidisciplinary team.
Assurance services
Wipfli’s audit and assurance team goes beyond the numbers and reports to offer you actionable insights into how you can improve performance. We help you not just comply with financial reporting requirements, but to mitigate risks and strengthen your business.
Tax services
From navigating complex tax laws to income filings, Wipfli can help you navigate your tax challenges with industry-specific services designed to minimize your tax exposure.
Risk advisory services
Your future success depends on how you manage today’s risks. Wipfli offers industry-specific risk advisory services that can help you effectively manage and monitor your operations.
Outsourced services
Get the leadership and strategy you need to improve your talent, technology, accounting and operations with Wipfli’s outsourced services. We apply industry-specific solutions to help you master your back office and build a more agile business.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
