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 CompaniesI welcome our guest for the episode, Shawn GoheenShawn talks about his backgroundHow he got into the life insurance businessPremium finance life insuranceGoheen Companies clienteleWhat sets them apart from others in the same spaceHaving a service team around youThe right time to get premium insurance involved in the processCollaterals their clients use to structure transactions[11:32 –  21:08] MSO and Premium FinanceEffect of rising rates of interest to their business and dealsWhy it makes sense to overfund a high-value life insurance policyManagement service organizations(MSO)Estate planninglife insurance benefitsShawn’s advice to clients in terms of premium finance insuranceLessons learned from Shawn’s career in the premium finance businessThe best time they can best serve their clients[21:09 - 23:20] Closing SegmentConnect with our guest. See Links Below.Final wordsTweetable 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 GoheenResources Mentioned: Goheen Companies------------------------------------------------------------------------------Connect with Shawn on Linkedin or send him an email at [email protected] or [email protected]  Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.