Schechter’s Kevin Beauchamp recounts a thriller 2019 life insurance premium financing case where, using leverage and an innovative design structure, the client dollars jumped from $12 million to $72 million.

Beaches, Sports Metaphors, & Premium Financing

Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors. 

Disclaimer:

Insurance products provided by Schechter Wealth (aka Robert Schechter and Associates) are issued by various third-party carriers.  Investment advisory services are offered through Schechter Investment Advisors and Schechter Private Capital, each of which are SEC registered investment advisers sharing common ownership with Schechter Wealth.  Securities offered by Schechter employees in their capacity as registered representatives of third-party broker-dealer Kingswood Capital Partners, LLC, previously named Chalice Capital partners, member FINRA, SIPC. Podcasts recorded and published by Schechter and its affiliates are made solely for informational purposes.  Employees or representatives of Schechter Wealth, Schechter Investment Advisors, and Schechter Private Capital providing such information are not intended to be and should not be considered to be a solicitation for a specific purchase or sale of any security, nor the provision of individualized investment advice.  All statements, comments, views, or opinions expressed in the podcast are general in nature and do not represent professional financial, economic, legal, accounting, tax, or other advice.  All investments include some level or risk, past performance is not indicative of future results.

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Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors. Disclaimer: Insurance products provided by Schechter Wealth (aka Robert Schechter and Associates) are issued by various third-party carriers. Investment advisory services are offered through Schechter Investment Advisors and Schechter Private Capital, each of which are SEC registered investment advisers sharing common ownership with Schechter Wealth. Securities offered by Schechter employees in their capacity as registered representatives of third-party broker-dealer Kingswood Capital Partners, LLC, previously named Chalice Capital partners, member FINRA, SIPC. Podcasts recorded and published by Schechter and its affiliates are made solely for informational purposes. Employees or representatives of Schechter Wealth, Schechter Investment Advisors, and Schechter Private Capital providing such information are not intended to be and should not be considered to be a solicitation for a specific purchase or sale of any security, nor the provision of individualized investment advice. All statements, comments, views, or opinions expressed in the podcast are general in nature and do not represent professional financial, economic, legal, accounting, tax, or other advice. All investments include some level or risk, past performance is not indicative of future results.

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Beaches, Sports Metaphors, & Premium Financing

Beaches, Sports Metaphors, & Premium Financing