Dealer advisors trust Portfolio.
We work closely with our dealers’ legal and financial experts.
Portfolio is a longtime member of the National Association of Dealer Counsel and a regular presenter at NADC events. Our in-house counsel and reinsurance experts help keep dealer attorneys abreast of legal and regulatory changes affecting program selection, succession planning, buy-sell agreements and more.
Portfolio works closely with our dealers’ trusted legal, tax and wealth advisors to ensure full transparency and compliance. We welcome inquiries from dealer counsel in need of reinsurance and profit participation expertise. NADC members are entitled to a comprehensive, no-cost, no-obligation evaluation for every dealer client. Click here to connect.
In 2004, the IRS completed an exhaustive, Portfolio-requested review that resulted in two Technical Advice Memoranda validating our business model. We have worked hand-in-hand with our dealers’ tax and accounting experts since our founding in 1989. Portfolio actively supports and participates in AICPA events.
Portfolio delivers clean documentation, uncomplicated agreements and fastidious preparation of tax documents. Our quarterly cession reports are the envy of the industry.
To connect with a Portfolio reinsurance expert, click here.
As many investment advisors have learned, some dealer reinsurance providers place onerous restrictions on where and when underwriting profits can be invested. Portfolio is not among them.
Portfolio dealers work with their own trusted advisors to decide how to invest the earnings their ARCs generate. And when the need for funds arises, Portfolio dealers enjoy the industry’s most generous and flexible loan program — and their ARC earns the interest.
Click here to connect with a Portfolio expert.