About Us

We make it possible for advisors to achieve their client's life goals through creative solutions designed from years of experience.

About Us

With more than 100 years of combined experience, we've established the lender and carrier relationships to provide your clients with a life insurance financing strategy you won't find anywhere else.

Services

Whether you’re seeking to secure a personal legacy, professional legacy—or both—we will maximize the performance of life insurance assets so your client's future is always secured.

Request a Consultation

We want to help you reach your clients' life goals, and we're dedicated to being your long-term partner in the process. See what it looks like to protect your client's future with Goheen Companies.

24hr

Turnaround Times

When you submit a client inquiry, we commit to doing all we can to provide illustrations in 24 hours so we can we work diligently to get approval to move to application. 

$1B

Managed Premiums

Our team currently manages over $1B of premium finance life insurance. There is no one you can trust more with your high-net-worth client's legacy.

100+

industry partners

Our partners choose to work with us because we make it turnkey. From running the illustrations, medical underwriting, financial underwriting, we handle it all.

The

Founder

Shawn separates himself by being one of the top leaders in the premium finance market because of his close knit insurance carrier relationships, strong ties with over 15+ specialty lenders and loan programs.

He prides himself as being an Advisor to Advisors, where he works with those looking to grow their practice by giving them sales opportunities they would not be able to access on their own.

Shawn is one of the few advisors in the country that has exclusive access to this market and the resources he’s given.

Our services

Premium Finance Solutions

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Life Insurance
Financed Equity (L.I.F.E.)

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Corporate Integrity Program

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Life Insurance
Policies

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Premium Finance
Rescue

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Custom

Solutions

We're dedicated to maximizing the performance of your life insurance assets, and we recognize your situation is as unique as your legacy.

Goheen Companies works with the client and lending advisor to deliver a comprehensive wealth creation strategy tailored to each client’s objectives.

The

Business

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Schedule a Consultation

We're dedicated to create a custom solution to meet your unique needs and goals.

Reach out to schedule a time with one of our team members to get started!

Our Team

Shawn Goheen
President & CEO
Stacey Goheen
COO
Morgan Goheen
VP of Sales
Jerry Dresner
CFO
Karen Sturrock
Underwriting Director
Tonya Parma
VP of Business Development
Justin Baker
Estate Attorney
Kim Evetts
President of Group Health
Sharon Peters
CtO
Alan Smith
CFo
Elza Patric
Consultant
Alison Hansen
Accountant
Marc Mendes
Support

The Office

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime placeat facere possimus.

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Pricing

Basic

$99

Get First Month For Free

Pro

$199

Move to the next level fast

Business

$299

Grow your Business

Details

Full Consultation For Your Business

Financial Planning

Daily Risk Alerts

One One Training

Fast and Secure Non Disclosure

Get Phone and Live Support

*All plans includes the first month for Free

Some of our Clients

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Contact Us

Address

Evergreen 27
San Francisco, Ca
90210

Phone

800-345-678

email

support@website.com

instagram

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