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We offer insurance programs tailored to address the individual clients risk management needs, with a focus on a wide range of different businesses. We do not push off the shelfproducts or require any compromise on your part, because we appreciate that it is necessary to understand the details of your business to truly deliver a customized solution for it. 

The Fenix team will gladly work with your other professional service providers such as tax professionals and attorneys to complement the value they can provide to your captive enterprise. Moreover, we regularly discuss risk finance programs with insurance brokers to ensure that there is coordination between your commercial and captive insurance to maximize value and dovetail coverage consistent with your overall risk management philosophy and strategy. 

Ultimately, we strive to help you maintain control over the risk environment underlying your business so that you can profit from it. 

Testimonials

We’ve been working with the Fenix Concepts team since 2016 – when they helped us thoroughly analyze, form, and begin utilizing a captive insurance entity to augment our risk management strategy.  The thoroughness and diligence Fenix Concepts brings to all aspects of their captive management truly sets them apart from others in this industry.  The Fenix Concepts team is always available, interested in enhancing our understanding and consistently focused on doing it “right.â€

Michael T. , Construction President

I’ve personally worked with Fenix Concepts for several years and they are our preferred manager for our clients.  They have been instrumental in designing creative ways to manage risk to give our clients the opportunities to take advantage of market conditions.  We can also trust the Fenix team to ensure all the necessary compliance requirements.

Byron S., Risk Management Consultant

Love working with the team at Fenix Concepts! They make insurance fun. I wouldn’t trust anyone else with my business.

Matt N., Bank President

In the more than 20 years I’ve known Frank, he has continuously proven to be highly capable and has always exhibited high integrity and trustworthiness.  Working with Frank and Fenix Concepts has been nothing short of exemplary. They deliver on every promise. He is also a wonderful family man and a great deal of fun to work with!

Dan F., Fischer Investments
The work we have done with Fenix Concepts and Frank Whitehead has produced significant benefits for our clients.  
Their attention to detail and professionalism makes referring Fenix Concepts something we know we are able to add value by doing so.
Daniel R. , Financial Professional