Owners Benefit

MAXIMIZE PROFIT. MINIMIZE RISK.

Weekly Funding:
Portfolio cedes to your reinsurance company weekly with a 5 day turn around of funds to take full advantage of your investment gains over time.

Choice:
Direct your investments to the financial advisor and institution of your choosing.

Loans:
Profit from your assets. Portfolio allows up to 75% of your available reserves to be borrowed under properly structured loans.

Easy To Understand, Face-To-Face Reports:
Get easy-to-understand, face - to - face quarterly financial reports on every aspect of your reinsurance company operations.

Risk Level Choices:
We segregate all funds, so there is no co-mingling of the reserve products, no hidden fees, and your classes of business will be fire walled.

Custom Product Development:
Generate the highest possible penetrations for sale of the VSC’s and other F&I products in the dealership. Custom branding from Capital Warranty Solutions will distinguish your dealership.

Service Retention:
Portfolio ensures that customers will always return to your service drive through our unique tieback feature.

Tax & Estate Planning:
Portfolio’s unique structure allows for significant estate planning for multiple companies ensuring business succession.