On this episode of the Premium Finance Show, we talk with Dory Wiley, President, and CEO of Commerce Street Holdings. Dory has over 20 years of experience in commercial and investment banking and investment management. Most of the time people have the traditional stock-bond portfolio mix. Dory's decades of experience bring in investment banking, capital raises, retirement solutions, as well as his opinion on where life insurance...especially premium financed insurance as an asset class helps reduce the overall risk of a high net worth individual's broad portfolio. We talked about how you can ..read more

On today's episode of the Premium Finance Show, we're talking with Harry Schultz and Brian Bark of Lopez, Bark and Schultz Law Firm from Orange County, California about the wide range of topics in insurance. LBS specializes in insurance-related matters, and they offer bespoke legal solutions in the insurance arena. We had a great conversation about premium finance structures for life insurance purposes, either on the personal estate planning or from a corporate perspective and how to deal with Buy and Sell agreements, Key person policies, Executive bonus structures. We talked about life insur ..read more

On today's episode of the Premium Finance Show, we're talking with Miguel Garcia and Jimmy Milliron of National Brokerage Atlantic about their specialty focus on supporting wealthy global citizens and foreign nationals. The Foreign National/Wealthy Global Citizen market is significant and deserves attention. We had a great conversation about protecting assets in those other countries from government seizure and creating tax deferral opportunities using some of the structures Miguel and Jimmy have implemented for their Foreign National families. We also talked about providing liquidity for the ..read more

"On the show today, we are joined by Todd Jackson, an attorney at law with over three decades of experience. Todd specializes in capital gains for real estate and business sales for significant transactions. His expertise in these areas gives him the unique advantage of helping his clients navigate any sale involving business or real estate with the best possible results. He walks us through his capital gains strategy and how he creates value for his clients through tax planning. In this episode, he walks us through his ideal client and how he typically structures their transactions" LINKS Sho ..read more

Today we are joined by successful musician/songwriter, former lead Guitarist of Paramore and current lead vocalist and guitarist of Farro, Josh Farro. Farro was a founding member of Paramore, serving as the band's lead guitarist and backing vocalist from 2004 until his exit in late 2010. He went on to found his own self named band, Farro, and has enjoyed enormous success throughout his career. His success and his love for his family quickly got him thinking about financial security and how he could ensure his family's future. In this episode, we explore the steps that Josh took to create a sec ..read more

On today's episode of the Premium Finance Show, we are joined by the President of First Financial Resources, Mike Bell. Mike has over 40 years of experience in building and growing financial institutions and as the President of First Financial Resources, his knowledge of the inner workings of such a prestigious organization allows him to impart wisdom that would otherwise be difficult to come by. Everyone, from entrepreneurs to high level executives curious about the industry view on premium finance, organizational communication and leadership, would find great value in taking a listen to toda ..read more

On today's episode of the Premium Finance Show, we are joined by one of the partners of the fractional CFO service, B2B CFO, Duncan McKeever. Duncan has over 30 years of experience as a senior-level executive with extensive finance, accounting and operational experience in diverse industries, including Energy, Healthcare, Security, Printing, Manufacturing, Employment, IT and Financial Services. This is a wide-ranging show as we discuss various topics ranging from employee retention to exit strategies, but one of the key themes is the need to decipher business financials to make sound strategic ..read more

Today on the Premium Finance Show, we welcome back Tra Kelly, Founder and President of Bascom advisors, to talk about interest rates and how the current situation impacts the Cool Springs Design. You may remember Tra was a guest on the show last summer when we talked about the Armageddon scenario of markets crashing and interest rate spikes. That irrational but very real emotion is closer to the surface now than it was last year, so he talks about what's happening with the Federal Reserve's plan to further raise rates and a helpful perspective on 'the sky is falling in' narrative the media lik ..read more

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 ..read more

Today on the Premium Finance Show, we're talking with Jamie Petrinovich, Managing Director here at Cool Springs Financial. Jamie was born into the life insurance business. At the age of 4, he remembers helping his father put together folders of life insurance marketing material, and today, after 16 years of being licensed, he's dedicated his practice to helping high-income and high-net-worth families plan for a better tomorrow. We talked about his approach and why he selected Cool Springs Financial to help distribute structured finance designs. The good, the bad, and the ugly side he's seen in ..read more