Our Team

Kim Coggin

Senior Vice President Sales
PHONE: 615.604.2953

For over 20 years Kim has worked within the finance industry specializing in executive benefits plans and evaluating appropriate financing strategies (COLI, BOLI, mutual funds). Working with financial advisors, banks, independent insurance agents, CPAs and estate planners/attorneys, Kim continues to serve the industry by helping these strategic partners utilize wealth preservation strategies to secure the best in premium financing for affluent and ultra affluent families, business owners and executives.

Kim is a graduate of Western Kentucky University with a BS in Finance and holds a life license. Outside of work, she spends her time with her 3 kids, enjoys cooking, running and is and avid reader.

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