Unlocking Your Cash with Single Premium Life

Recorded On: 06/10/2014

Businesses keep non-operating cash on hand for many different purposes, including surety bonding requirements. These funds must be kept safe and liquid. But businesses would like to earn a higher yield, without sacrificing safety or liquidity. The presenters show how to open up a conversation with your clients about this issue and how to solve it with the use of a specially designed Single Premium Life Insurance policy.

Scott B. Hinkle

Shareholder, Grant, Hinkle & Jacobs, Inc.

Scott B. Hinkle, JD, CFP is a Shareholder of Grant, Hinkle & Jacobs, Inc., located in Solana Beach, California. Mr. Hinkle has over fifteen years of experience in the financial services arena. He specializes in the development and implementation of advanced business succession and estate planning strategies for business owners and high net worth individuals. Mr. Hinkle has the unique ability to communicate complex financial strategies in a simple and easy-to-understand manner.  He is a frequently requested speaker and a provider of continuing education to accountants, attorneys and financial advisors. Mr. Hinkle is a graduate of the University of California at Santa Barbara. He earned his Juris Doctor (JD) from Concord Law School, and in 1998, Mr. Hinkle earned his Certified Financial Planner (CFP®) designation. 

David A. Jacobs

Shareholder, Grant, Hinkle & Jacobs, Inc.

David A. Jacobs, JD is a Shareholder of Grant, Hinkle & Jacobs, Inc.  With nearly twenty years of experience in law, insurance, and communications, he brings a valuable and unique perspective to the planning process. Mr. Jacobs frequently authors special reports on advanced planning techniques and speaks on behalf of the firm at conferences, seminars, and events. He regularly provides continuing education to attorneys, accountants, fiduciaries, and other professionals.

Mr. Jacobs received his B.A. in Political Science from the University of California at Santa Barbara, and his Juris Doctor from California Western School of Law in San Diego. He holds insurance licenses in several states. 

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