Premium Finance Show John McDonough

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.





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Austin Hatch About Austin




Special Guest: Austin Hatch.

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.





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Dory A. WileyAbout Dory




Special Guest: Dory A. WIley.

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.





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Brian Z. BarkAbout Brian


Harry J. Schulz, III About Harry




Special Guests: Brian Z. Bark and Harry J. Schulz, III.

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 second and third generation, an opportunity not often thought of or considered unreliable in other countries.





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Miguel Cardona Garcia About Miguel


Jimmy Milliron About Jimmy



Special Guests: Jimmy Milliron and Miguel Cardona Garcia.

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.





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Todd Jackson EsqAbout Todd



Special Guest: Todd Jackson.

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 secure financial legacy for his family and how that got him peace of mind amid his amazing levels of success..



 


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Josh FarroAbout Josh

Special Guest: Josh Farro.