November 17th, 2021 | 46 mins 25 secs
Today on the Premium Finance Show, we're talking with JR Shearin, former Deloitte Managing Partner and Business Development Executive at Vaco, a talent solutions firm that specializes in finding c-suite executives.
This is a great conversation, and JR draws on his 20-year, 'Big 4' accounting experience in finance, public accounting, and international business to discuss how even generous executive pensions fail to stack up against the premium financed strategy put together by Cool Springs.
November 1st, 2021 | 35 mins
Today on the Premium Finance Show, we're talking with Leif Hartwig, CEO, and founder of WealthVP, an exclusive subscription-based platform that matches quality companies with private investors; think Match.com for companies and investors.
Leif draws on nearly 30-years experience in the software startup and financial services industry to bring WealthVP, a new FinTech solution to the market. A journey that started after realizing that most high net worth individuals or family offices relied almost exclusively on word-of-mouth recommendations for this type of opportunity.
With 5 million private companies in the US seeking capital and over 13 million accredited investors there is ample opportunity, but most deal flow is limited to local geographical areas or network constraints. We had a great conversation about why this typically happens, the industry's challenges in matching investors with the right opportunities, and how this ties in with the Cool Springs approach.
October 15th, 2021 | 40 mins 42 secs
Today on the Premium Finance Show, we're talking with Gary Gunn, Texas super lawyer and Managing Partner Hughes Watters Askanase, also known as the 'deal junkie' to his many clients.
Gary and I have been in the same Vistage group for the last five years or so, and more than any other person or professional in our group, he has seen the ins and outs of every aspect of the Premium Finance Cool Springs design that we put in place for business owners, small to mid-sized business owners and ultra-high net worth individuals.
He's also been in structured finance deals for many different industries, and he understands using finance to purchase an asset.
Gary is a big proponent of how we set up our design and is a great resource for business owners who do not have General Counsel or have an attorney that they can call upon to vet the Cool Springs design.
We're thrilled to have him on the show to help walk through some of the premium finance issues, as well as what Hughes Watters Askanase has to offer their clients.
October 4th, 2021 | 43 mins 12 secs
Today on the Premium Finance Show, we're talking with Dr. Gary McGrath, a "unicorn" in the leadership development world and Founder of Statarius, a firm dedicated to making good leaders great.
In this show, we discuss key employee retention in both the Cool Springs sense of incentivizing people to stay and the Statarius sense of bringing the best out of your team.
Both of these ideas are important, and marrying them together into a cohesive strategy allows you to create an organization with 95% retention of key employees and executives, along with a strong succession plan to move your company into the future.
September 20th, 2021 | 40 mins 39 secs
Today on the Premium Finance Show, we're talking with Tim Lynch, Managing Partner of Offit Kurman, a full-service law firm with offices across the US.
Tim has a national practice focusing on acting as general counsel and special litigation counsel for many entrepreneurs and owner-managed businesses across a wide array of industries.
He regularly advises clients on strategic growth and corporate issues. He also regularly advises financial institutions and key employees on employment and regulatory issues. Tim is a "problem solver."
We talk today about the value brought to the client with the Cool Springs strategy, and Offit Kurman's involvement in setting up the legal documents needed to legally protect that value. We also throw in a couple of baseball analogies for good measure.
September 2nd, 2021 | 59 mins 36 secs
Are you a business owner tired of making those premium payments for an insurance plan you don't have many claims on? Have you wondered what you could do with those dollars that aren't used for claims?
Today on the Premium Finance Show, we're talking with Kevin Atkinson, Founder and President of Montpellier Advisors, an independent boutique firm specializing in the intentional design, collaborative structuring, and focused oversight of captive insurance solutions for small to mid sized businesses.
The discussion goes deep in exploring the benefits of a captive insurance solution for many types of companies, and he shares some of his experience and perspective on why you should consider setting up an insurance agency of your own.
He is also a huge fan and advocate of Cool Springs' Prestige Design and how his clients are able to benefit from both captives and Prestige designs.
August 19th, 2021 | 42 mins 18 secs
Today on the Premium Finance Show, we're talking with Jay Tompkins, CPA and tax partner with Baker Tilly's Private Client Services group.
Jay has been a tax professional for almost 20 years and has built a great rapport with clients from various backgrounds. In this episode, we have a great discussion about his tax planning practice, specifically on strategic and advanced planning for business owners and high net worth individuals and how that's different from just tax and accounting work.
We go in-depth on his view of the Cool Springs structure and why he's such a big advocate of it.
We also discuss why some “trusted advisors” like CPAs and financial advisors just can’t seem to admit that they aren’t equipped to provide guidance on the Cool Springs designs.
This is a great show with a lot of great information.
August 5th, 2021 | 46 mins 52 secs
Today on the Premium Finance Show, we're talking with Robert "Tra" Kelly, interest rate expert, and founder of Bascom Advisors.
We talk about a subject many clients, prospects, and 3rd party advisors bring up; "What happens in an Armageddon scenario of prolonged rising interest rates and a corresponding stock market crash?" Tra talks about this, the unlikely, nearly impossible scenario of it happening, the tools available to control interest rate risk, and why he likes the Cool Springs Financial structure.
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.
May 5th, 2021 | 1 min 2 secs
Welcome to this brief introductory episode of the Premium Finance Show. As someone who's helped many professionals, I know firsthand the amazing leverage that premium finance life insurance can provide to the ultra wealthy for estate tax liquidity, and to companies for executive retention in the C-suite.
My guests will be the types of professionals who our clients rely upon when addressing complex financial matters, including CPAs, corporate attorneys, estate planning, attorneys, bankers, and other professionals, and I'm really excited to bring this expertise to our clients and potential clients.