Our group was founded by Shawn Goheen in 1990 and quickly became one of the fastest growing providers of premium financed life insurance in the United States.
We offer advanced life insurance planning to business owners and high net worth individuals. Whether you’re seeking to secure your personal legacy, professional legacy, or both, we will help you maximize the performance of your life insurance assets.
Shawn Goheen is nationally recognized for his industry expertise and is frequently called upon to conduct seminars on Estate and Investment Planning by numerous banking associations. Past speaking engagements have included the Independent Banking Association of Texas, Community Banking Association of Illinois, National Association of Investment Banking, and Life Underwriting Council Training Fellow.
Goheen Companies delivers innovative and unique wealth creation strategies to the most discerning individuals. Most high-net worth individuals have a significant amount of life insurance. Goheen Companies works with the client and lending advisor to deliver a comprehensive wealth creation strategy tailored to each client’s objectives.
While the obvious and primary purpose of life insurance is to replace lost income after the passing of a wage earner, Goheen Companies also implements expertise for succession planning, tax sheltering and estate planning.
During the accumulation phase of life, people can use life insurance as a cost effective tool to:
- Help protect future income
- Help achieve long-term financial goals
For clients working on estate planning, life insurance often provides an effective method to transfer wealth to others. Business owners can utilize it to protect their partner’s interest.