Ep 21: Confident Sailing Backed by Insurance

Confident Sailing Backed by Insurance – Tax-Alpha Solutions with Matt Chancey Episode 21 featuring John Reed John Reed helps advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies for their most valued customers. He has helped insurance advisors with over 200 Premium Finance cases resulting in +$2.4B of coverage, +$450M of financed premiums, and +$56M FYC. He currently serves on the Finance Committee for the city of Newport Beach, CA, is the past-president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati where he studied Aerospace Engineering and MBA. He is an avid reader, competitive sailor, space nerd, and international traveler.   Listen to this informative Tax-Alpha Solutions episode with John Reed about aspects of premium financing.   Here is what to expect on this week’s show: - John’s sailboat on fire in middle of the ocean - The journey from engineering to insurance - What is premium financing - Being independent provides the best value to clients - Different ways business owners use insurance plans - Space aspirations   Connect with John: https://www.linkedin.com/in/johnreedjr/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices