Premium Finance Show

Episode Archive

Episode Archive

6 episodes of Premium Finance Show since the first episode, which aired on May 5th, 2021.

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    Ep005: Protecting the Value Cool Springs Financial Creates with Tim Lynch

    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.

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    Ep004: Captive Insurance Companies with Kevin Atkinson

    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.

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    Ep003: Strategic Tax Planning with Jay Tompkins of Baker Tilly

    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.

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    Ep002: Tra Kelly founder of Bascom Advisors talks Interest Rates and Armageddon

    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.

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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.

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    Ep000: Welcome to The Premium Finance Show

    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.