Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
Ep020: Mindset, Belief, Faith, Grit, and Determination
On this episode of the Premium Finance Show, we talk with Austin Hatch, a Motivational Speaker from Michigan, United States.
He has a very unfortunate but a great story to tell, about mindset, belief, faith, grit, and determination based on what he has gone through and what he's been able to accomplish in his life, and how he can communicate that to your team to help them understand that they're part of a bigger picture.
You'd be well served to listen to this episode and even better served when you're done to reach out and book Austin as one of your speakers for your organization. You'll be well served to listen to this episode, and if you have a team of people working with you and you find yourself having to motivate and help them understand what they're part of, you'll be even better served by reaching out and booking Austin as a speaker for your organization.
This is a great conversation that will really help make your team a high-performance team.
LINKS
Show Notes (https://www.premiumfinanceshow.com/020)
Contact (https://www.premiumfinanceshow.com/contact)
About Cool Springs Financial (https://www.coolspringsfinancial.com/)
About Austin Hatch - Overcome It (https://austin-hatch.com/overcome-it/)
GUEST
Austin Hatch
About Austin (http://www.premiumfinanceshow.com/guests/austin-hatch)
Special Guest: Austin Hatch.
9 Feb 2023
Ep019: Risk Mitigation by Adding Alternative Asset Classes
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 increase yield in your portfolio while at the same time reducing the overall risk by adding alternative asset classes.
LINKS
Show Notes (https://www.premiumfinanceshow.com/019)
Contact (https://www.premiumfinanceshow.com/contact)
About Cool Springs Financial (https://www.coolspringsfinancial.com/)
About Commerce Street Holdings (https://commercestreetholdings.com/)
GUEST
Dory A. Wiley
About Dory (http://www.premiumfinanceshow.com/guests/dory-wiley)
Special Guest: Dory A. WIley.
1 Feb 2023
Ep018: Bespoke Legal Solutions in the Insurance Arena
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 offers bespoke legal solutions in the insurance arena.
We had a great conversation about premium finance structures for life insurance purposes, either on personal estate planning or from a corporate perspective, and how to deal with Buy and Sell agreements, Key personal policies, and Executive bonus structures.
We talked about life insurance policies, third-party policies such as E&O, D&O Commercial General Lines, cyber, umbrella excess, crime, environmental policies, etc.
LINKS
Show Notes (https://www.premiumfinanceshow.com/018)
Contact (https://www.premiumfinanceshow.com/contact)
GUESTS
Brian Z. Bark
About Brian (http://www.premiumfinanceshow.com/guests/brian-bark)
Harry J. Schulz, III
About Harry (http://www.premiumfinanceshow.com/guests/harry-schulz)
Special Guests: Brian Z. Bark and Harry J. Schulz, III.
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