Samuel B. Watson

Chairman, President & Chief Executive Officer

For more than 30 years, Samuel B. Watson has constructed innovative premium finance platforms totaling an excess of $8 billion of life insurance for his clients.

Sam has served on the board of directors of several national and international organizations and as a Managing Aggregator for the Credit Suisse Life Finance Unit. Bringing together years of industry experience, he is now focused on business, estate planning and retirement solutions that utilize specialty financing. 

Sam’s most recent strategy combines the best of life insurance with the benefits of banking to provide an unparalleled cost-effective methodology for building wealth and supplementing retirement income. Consistent with his other premium finance designs, this new strategy offers relationships with some of the largest banks and most respected life insurance carriers in the world. 

While Sam loves what he does, his true passion lies with his family, friends and faith. He believes in helping the less fortunate increase their quality of life through multiple initiatives across the globe. In his spare time, you can find him on the links golfing or in the lanes bowling with his friends and family.