Samuel B. Watson

CHAIRMAN | CEO

Samuel B. Watson is a highly respected professional in the field of premium finance, with over 30 years of experience constructing innovative platforms for his clients.

Over the course of his career, Sam has overseen the creation of premium finance platforms totaling more than $8 billion in life insurance.

In addition to his work in premium finance, Sam has served on the board of directors of several national and international organizations, and has also worked as a Managing Aggregator for the Credit Suisse Life Finance Unit. Currently, Sam is focused on developing business, estate planning, and retirement solutions that utilize specialty financing.

One of Sam's most recent strategies combines the benefits of life insurance with the advantages of banking, resulting in a highly cost-effective methodology for building wealth and supplementing retirement income. This new strategy offers relationships with some of the largest banks and most respected life insurance carriers in the world, making it an attractive option for clients seeking to maximize their financial potential.

Despite his busy professional life, Sam is deeply committed to his family, friends, and faith. He is a strong believer in helping those who are less fortunate, and actively participates in a number of initiatives aimed at increasing quality of life for people around the world. In his free time, Sam enjoys golfing and bowling with his friends and family.