Additional Resources
Products Guide
Our 831(b) Plans help clients address gaps arising from underinsurance or lack of coverage, enabling them to better plan for financial losses from unforeseen events that could disrupt business operations.
4 Part Test
Built on the foundations of Rev. Ruling 2009-26 and recent court rulings, SRA has created a stringent 4-Part Test to ensure 831(b) Plan compliance.
Case Studies
See how strategic 831(b) planning has helped real businesses safeguard profits, mitigate risk, and gain financial control when it mattered most.
Podcasts
Our podcast discusses topics related to reputational damage, supply chain interruptions, legal disputes, cyber risks, mergers and acquisitions, and many more.
Do I Qualify Assessment
Please complete this assessment to see if you may qualify to strengthen your business through an 831(b) Plan.
Marketing Portal
Fuel your outreach. Access educational videos, ready-to-use marketing collateral, case studies, event information, and more to grow your 831(b) conversations.
Client Resources
SRA 831(b) Admin is excited to announce we have revamped our application system for increased efficiency and clarity.
10 Things To Know
Smart businesses take control of risk and build long-term value. Whether you’re an advisor or business owner, start here with the fundamentals of 831(b) Plans, what they are, how they work, and why thousands are using them today.
Get Started