Captive Conversations Podcast Premieres
Captive Conversations · June 2026
Heather McClureManaging Partner & General Counsel
Kyle SweetPartner & Chief Strategy Officer
Blake KerrPartner & Chief Financial Officer
Grace TopeteDirector of Business Operations
Coverage
Helio Risk premiered its own podcast, Captive Conversations, hosted by Kyle Sweet. The first episode, “From Expense to Asset: Captive Insurance Investment,” features financial planner Madeline Jacobs, CPFA, of Jacobs, Coolidge & Company.
The two discuss how business owners can use captive insurance to convert a traditional insurance expense into an owned investment vehicle. A captive's investment strategy gets built around each owner's own goals, not a one size fits all model.
“It's really just getting a sense of who they are and what are their goals.”
Key facts
Episode 1
“From Expense to Asset: Captive Insurance Investment,” released June 2026.
Guest
Madeline Jacobs, CPFA, financial planner at Jacobs, Coolidge & Company.
Topic
Turning a captive's underwriting profit into an owned investment asset.
Talk to the team directly
An introductory conversation helps identify the information needed for a more detailed assessment.