Capital Club Premium Finance Life Insurance with Shawn Goheen
Hello, and welcome to the conversation on Colloquium. Today I’m excited to have Shawn Goheen of the Goheen Companies with me. Shawn is nationally recognized throughout the country specializing in premium finance life insurance. He is a 28 year veteran in the insurance industry and his reputation has been solely built on relationships and his ethical doings.
[00:01 – 11:31] Shawn Goheen and Goheen Companies
- I welcome our guest for the episode, Shawn Goheen
- Shawn talks about his background
- How he got into the life insurance business
- Premium finance life insurance
- Goheen Companies clientele
- What sets them apart from others in the same space
- Having a service team around you
- The right time to get premium insurance involved in the process
- Collaterals their clients use to structure transactions
[11:32 – 21:08] MSO and Premium Finance
- Effect of rising rates of interest to their business and deals
- Why it makes sense to overfund a high-value life insurance policy
- Management service organizations(MSO)
- Estate planning
- life insurance benefits
- Shawn’s advice to clients in terms of premium finance insurance
- Lessons learned from Shawn’s career in the premium finance business
- The best time they can best serve their clients
[21:09 - 23:20] Closing Segment
- Connect with our guest. See Links Below.
- Final words
Tweetable Quotes:
“For individuals looking to get into this space, you have to have the banking relationships, clients that want to get into it, and know the pitfalls of it.” - Shawn Goheen
Resources Mentioned:
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Connect with Shawn on Linkedin or send him an email at shawn@goheencompanies.com or kcoggin@goheencompanies.com
Connect with Excelsior GP:
Connect with me:
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