Premium financing is often pitched as a silver bullet for high-net-worth clients—but is it really that simple? In this episode of the Life Matters Podcast, we’re cutting through the industry noise and getting real about what works… and what doesn’t. 

Join Bill Bell, Penn Mutual’s VP of Advanced Sales, as he sits down with Marc Schechter, President of Schechter Wealth, for a candid conversation about the real-world mechanics of premium financing. With decades of experience and a second-generation firm behind him, Marc pulls back the curtain on the strategies, the risks, and the mindset needed to serve clients at the highest level. 

What you’ll learn:

• The biggest myths financial professionals still believe about premium financing 
• How to identify if it’s truly the right fit for your client 
• Why Marc scaled to a 75-person advisory team without sacrificing trust 
• What every financial professional should consider before offering financing 
• The long game: interest rates, returns, and the bigger picture 

If you're a financial professional who wants to separate hype from reality—and grow your practice with integrity—this episode is a must.

Have a question or comment for Bill?  Drop him an email at: [email protected]  

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Presented by Penn Mutual
www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 

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