PREMIUM FINANCE SHOW - Key Persons
Job Titles:
- President, and CEO of Commerce Street Holdings
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 the industry over the years, and what he's most excited about for his clients, that's unique to the Cool Springs design.
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.
Job Titles:
- CEO, and Founder of WealthVP
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. Ep007: Structured Finance with Texas Super Lawyer Gary Gunn 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.
Job Titles:
- Chairman, and CEO of Cool Springs Financial
Job Titles:
- Managing Partner of Offit Kurman
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.
Job Titles:
- Founder and President of Bascom
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 like to portray. Tra truly understands the economics and sensitivity of the Cool Springs structure. He's as excited about it today as he was when he first heard about it and what he has to share will help you gain some peace of mind, as well as a better understanding of the relationship between interest rates, the federal reserve, the stock market, and the Cool Spring structure. Ep011: State of The Industry with Sam Watson February 10th, 2022 | 49 mins 40 secs 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 banks and the impact on insurance carriers. Lastly, we talked about why the Cool Springs strategy is still an opportunity that's as attractive today as it was a couple of years ago and why it will continue to be so in the future. A packed show you won't want to miss!