An Advisor to Advisors

Partnering with Goheen Companies gives you the experience and confidence you need to provide your high- net-worth clients with the best solutions and advanced life insurance planning available.
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We pride ourselves in helping others. For advisors, that means growing their business through strategic initiatives they would otherwise not be able to access on their own. Goheen is one of the few companies in the country that has exclusive access to the resources we are given, and we bring that access and expertise to our partnerships.

Benefits of Partnering with Goheen

When you work with Goheen, you can expect the fastest turnaround times, premium carrier and banking relationships, and a national presence with clients all around the US.

24hr

Turnaround Times

Everything we do is about delivering service and value. Once we receive a client inquiry, we commit to doing all we can to provide an illustration back to you within 24hrs.

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260+

Projects Successfully Delivered

With a full back office support team, our “5 zeros stress test”, and unmatched carrier and banking relationships; we work diligently with you to move from application to offer as quickly as possible.

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100+

Advisor Partnerships

Our partners work with us because we make it turnkey. From running the illustrations, gathering physician statements, medical and financial underwriting, and negotiating rates - we handle it all.

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Our Broker Relationships

Our partners choose to work with us because we make it turnkey. From running the illustrations, medical underwriting, financial underwriting we handle it all. Once policies are issued, we are your long-term partner on premium financing and review banking relationships annually.

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Consulting

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We always go above and beyond

"You really cannot ask for more from Shawn and his team - responsive, creative, and tenacious with both the carriers and lenders. He is always accessible and willing to spend the extra time when you need to pin down that winning strategy. There are plenty of guys that can quote for you, but very few that can execute to bring home a win.”

Testimonials

"Working with Goheen Companies has been a treat. I've done a few premium finance cases, and I can attest... they make sure all requests, concerns and YOU and your CLIENTS are taken care of."

Steve, Broker From Houston, tX

Testimonials

“You really cannot as for more from Shawn and his team - responsive, creative, and tenacious with both the carriers and lenders. He is always accessible and willing to spend the extra time when you need to pin down that winning strategy. There are plenty of guys that can quote for you, but very few that can execute to bring home a win.”

Howard, business owner

Let's get started.

Step 1: Submit Client Information Form

By answering some basic questions about your client, we can customize the insurance and banking illustrations using our proprietary template within 24 hours of submission. This allows you to see the impact of financing on premium payments, interest payments and estimated loan payoff.

Step 2: Decide on Suite of Services

We work with you to identify where your client qualifies and what the best options are based on their desires and finances. We shop carriers and match bank with client needs. With our relationships we will find the perfect fit.

Step 3: Confirm Suite and Sign

Once we know how to proceed, our team will get all the forms from the carrier, request the APS and gather medical information needed. We provide regular updates as to where we are in the process and request any items outstanding. We make it easy for you and your client.

Step 4: Policy Life and Annual Renewals

We monitor the ever-changing life insurance and lending markets for risk migration. We shop and negotiate rates on an annual basis so you can ensure that your client’s plan and portfolio are always performing at its best.

The Planning

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Visit faq

What services can an MSO provide?

Operational
Issues

Marketing, PR, business plan & policies

Financial Managment

Bookkeeping, budgeting & accounting

HR & Personnel Management

Hiring, onboarding, training, insurance & benefits

Office
Space

Obtain, provide & manage

Regulatory
Compliance

QA/ QC for the OC

Healthcare
Items

Coding, billing & collection services

Ready to partner with Goheen?

Schedule a call with one of our team members to discuss next steps.

schedule a meeting

Curious if premium financing could work for you?

Schedule a meeting with one of our team members to see if you qualify for premium financed life insurance solutions.

schedule a meeting

Regulations

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take your business to the next level

Frequently

Asked

Questions

How do I know if I qualify for premium financing?

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Are their any risks involved with premium financing?

Does my company have to be a certain size for this to make sense?

Why doesn't everyone do premium financing if it's so great?

How do I structure premium financing?

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Goheen Companies

As one of the top leaders in the Premium Finance market, Goheen Companies has been delivering innovative and unique wealth creation strategies to the most discerning individuals for over 32 years.

Setting the gold standard within the industry, our reputation has been solely built on relationships and ethical practices. We are here to serve.

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Our

Philosophy

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.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam eaque ipsa quae ab illo inventore veritatis et quasi architecto.

An Advisor to Advisors

Benefits of Partnering with Goheen

24hr

Turnaround Times

260+

Projects Successfully Delivered

100+

Advisor Partnerships

Our Broker Relationships

Consulting

Let's get started.

Step 1: Submit Client Information Form

Step 2: Decide on Suite of Services

Step 3: Confirm Suite and Sign

Step 4: Policy Life and Annual Renewals

MSO Tax Saving Benefits

The Planning

What services can an MSO provide?

Operating the MSO

Ready to partner with Goheen?

Curious if premium financing could work for you?

Regulations

Frequently

Asked

Questions

Goheen Companies

Our

Philosophy