Premium Finance Show
Discussions of Financed Insurance Designs for Ultra High Net Worth (UHNW) Families; Closely Held Businesses for Owners and the C-Suite. Focusing not only on death benefit, but also distributions while living.
Episodes
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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.