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. 

$901m

Managed Premiums

Our team currently manages over $901M 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 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, and he prides himself working as an Advisor to Advisors looking to grow their practice giving them sales opportunities that 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
Rescue

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Premium Finance Solutions

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Life Insurance
Policies

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Corporate Integrity Program

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Wealth Creation
Strategies

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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 & Founder
Stacey Goheen
COO
Morgan Goheen
Life Sales
Jennifer Baker
Director of Corporate Integrity Program
Kim Evetts
President of Group Health
Jerry Dresner
CFO
Justin Baker
Estate Attorney
Karen Sturrock
Underwriting Director
Sharon Peters
CtO
Alan Smith
CFo
Elza Patric
Consultant
Alison Hansen
Accountant
Marc Mendes
Support

The Office

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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

Contact Us

Address

Evergreen 27
San Francisco, Ca
90210

Phone

800-345-678

email

support@website.com

instagram

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