Samuel B. Watson
Special guest
Chairman | CEO
Sam has served on the board of directors of several national and international organizations and as a Managing Aggregator for the Credit Suisse Life Finance Unit. Bringing together years of industry experience, he is now focused on business, estate planning and retirement solutions that utilize specialty financing.
Sam’s most recent strategy combines the best of life insurance with the benefits of banking to provide an unparalleled cost-effective methodology for building wealth and supplementing retirement income. Consistent with his other premium finance designs, this new strategy offers relationships with some of the largest banks and most respected life insurance carriers in the world.
While Sam loves what he does, his true passion lies with his family, friends and faith. He believes in helping the less fortunate increase their quality of life through multiple initiatives across the globe. In his spare time, you can find him on the links golfing or in the lanes bowling with his friends and family.
Samuel B. Watson has been a guest on 2 episodes.
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Ep011: State of The Industry with Sam Watson
February 10th, 2022 | 49 mins 40 secs
Today on the Premium Finance Show, we invite Sam Watson, Chairman, and CEO of Cool Springs Financial, back onto the show to discuss some changes in the industry since he was last a guest.
It was a great conversation discussing a wide range of subjects, including the contraction and shrinkage in the large policy section of the industry, AG49A and what that means for clients, the illustrated rate relative to actual performance, as well as inflation, rising interest rates, and what that means for our clients.
We also talked about the pandemic, fewer people in the workplace and what that means for banks and the impact on insurance carriers.
Lastly, we talked about why the Cool Springs strategy is still an opportunity that's as attractive today as it was a couple of years ago and why it will continue to be so in the future.
A packed show you won't want to miss!
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Ep001: Dignified Retirement with Samuel B. Watson of Cool Springs Financial
July 22nd, 2021 | 51 mins 45 secs
Today I want to introduce you to the Premium Finance Show with a podcast episode I recorded with Sam Watson, Chairman, and CEO of Cool Springs Financial, LLC.
Sam is a visionary in the life insurance industry and has constructed various innovative premium finance platforms exceeding $9 billion in closed transactions.