Premium Finance Show John McDonough

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.

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 today's episode.





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Mike BellAbout Mike



Special Guest: Mike Bell.

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 decisions.


Duncan does a great job of articulating all of this and highlighting the benefits of the Cool Springs model when looking at key employees and transitional agreements for business owners, so you don't eat into the company's cash flow.


Whether or not you think you need a CFO, there is a lot to benefit from in this episode.


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Duncan McKeeverAbout Duncan
Special Guest: Duncan McKeever.

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.


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Tra KellyAbout Tra
Special Guest: Tra Kelly.

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!


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Sam WatsonAbout Sam
Special Guest: Samuel B. Watson.

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.


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Jamie PetrinovichAbout Jamie
Special Guest: Jamie Petrinovich.