Premium Finance Show John McDonough

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.


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About Cool Springs Financial

About Hughes Watters Askanase


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Gary GunnAbout Gary
Special Guest: Gary Gunn.

Today on the Premium Finance Show, we're talking with Dr. Gary McGrath, a "unicorn" in the leadership development world and Founder of Statarius, a firm dedicated to making good leaders great.


In this show, we discuss key employee retention in both the Cool Springs sense of incentivizing people to stay and the Statarius sense of bringing the best out of your team.


Both of these ideas are important, and marrying them together into a cohesive strategy allows you to create an organization with 95% retention of key employees and executives, along with a strong succession plan to move your company into the future.


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About Cool Springs Financial

About Statarius


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Dr. Gary McGrathAbout Dr Gary
Special Guest: Dr Gary McGrath.

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.


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About Cool Springs Financial

About Offit Kurman


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Tim LynchAbout Tim
Special Guest: Tim Lynch.

Are you a business owner tired of making those premium payments for an insurance plan you don't have many claims on? Have you wondered what you could do with those dollars that aren't used for claims?


Today on the Premium Finance Show, we're talking with Kevin Atkinson, Founder and President of Montpellier Advisors, an independent boutique firm specializing in the intentional design, collaborative structuring, and focused oversight of captive insurance solutions for small to mid sized businesses.


The discussion goes deep in exploring the benefits of a captive insurance solution for many types of companies, and he shares some of his experience and perspective on why you should consider setting up an insurance agency of your own.


He is also a huge fan and advocate of Cool Springs' Prestige Design and how his clients are able to benefit from both captives and Prestige designs.


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About Cool Springs Financial

About Montpelier Advisors


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Kevin AtkinsonAbout Kevin
Special Guest: Kevin Atkinson.

Today on the Premium Finance Show, we're talking with Jay Tompkins, CPA and tax partner with Baker Tilly's Private Client Services group.


Jay has been a tax professional for almost 20 years and has built a great rapport with clients from various backgrounds. In this episode, we have a great discussion about his tax planning practice, specifically on strategic and advanced planning for business owners and high net worth individuals and how that's different from just tax and accounting work.


We go in-depth on his view of the Cool Springs structure and why he's such a big advocate of it.


We also discuss why some “trusted advisors” like CPAs and financial advisors just can’t seem to admit that they aren’t equipped to provide guidance on the Cool Springs designs.


This is a great show with a lot of great information.


LINKSShow Notes

The Premium Finance Scorecard

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About Cool Springs Financial

About Baker Tilly


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Jay TompkinsAbout Jay
Special Guest: Jay Tompkins.

Today on the Premium Finance Show, we're talking with Robert "Tra" Kelly, interest rate expert, and founder of Bascom Advisors.


We talk about a subject many clients, prospects, and 3rd party advisors bring up; "What happens in an Armageddon scenario of prolonged rising interest rates and a corresponding stock market crash?" Tra talks about this, the unlikely, nearly impossible scenario of it happening, the tools available to control interest rate risk, and why he likes the Cool Springs Financial structure.


LINKSShow Notes

The Premium Finance Scorecard

Contact

About Cool Springs Financial

About Bascom Advisors


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Tra KellyAbout Tra
Special Guest: Tra Kelly.