Ep019: Risk Mitigation by Adding Alternative Asset Classes

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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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Ep019: Risk Mitigation by Adding Alternative Asset Classes

Premium Finance Show

27 minutes 50 seconds

2 years ago

Ep019: Risk Mitigation by Adding Alternative Asset Classes

On this episode of the Premium Finance Show, we talk with Dory Wiley, President, and CEO of Commerce Street Holdings.

Dory has over 20 years of experience in commercial and investment banking and investment management.

Most of the time people have the traditional stock-bond portfolio mix. Dory's decades of experience bring in investment banking, capital raises, retirement solutions, as well as his opinion on where life insurance...especially premium financed insurance as an asset class helps reduce the overall risk of a high net worth individual's broad portfolio.

We talked about how you can increase yield in your portfolio while at the same time reducing the overall risk by adding alternative asset classes.

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About Cool Springs Financial

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GUEST

Dory A. Wiley

Special Guest: Dory A. WIley.