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Premium Finance Show
John McDonough
21 episodes
4 weeks ago
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
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All content for Premium Finance Show is the property of John McDonough and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.
Show more...
Investing
Business
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Ep018: Bespoke Legal Solutions in the Insurance Arena
Premium Finance Show
43 minutes 54 seconds
2 years ago
Ep018: Bespoke Legal Solutions in the Insurance Arena

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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GUESTS

Brian Z. Bark
Harry J. Schulz, III

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

Premium Finance Show
Join John McDonough, President of Cool Springs Financial, LLC as he talks to CPAs, corporate attorneys, estate planning attorneys, bankers, and other professionals to bring their collective expertise to Cool Springs Financial, LLC Premium Finance clients and potential clients in a setting that allows the content to be absorbed and learned at whatever pace the listener desires.