Apr 9, 2021
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kevin Beauchamp & Jordan Smith from Schechter® join us on today’s show to break down what advanced insurance planning is and what situations you can use it for.
Schechter® is a multi-faceted company that contains three lines of business: insurance, investment advisory, and private capital. For over 80 years they have been helping clients solve a variety of problems. From finding the right insurance policy to building a business succession plan, and much more.
Company Website: https://www.schechterwealth.com/#
2:00 - What Schechter® Does
4:10 - Background On Jordan
6:36 - Advanced Insurance Planning Strategies
8:10 - Premium Financing On The Consumer Side
10:21 - Who’s Right For Premium Financing?
12:54 - How Schechter® Helps Financial Advisors
15:37 - Finding Solutions For Business Owners
16:32 - Cases They Have Worked On
19:19 - Example Of Helping A Business
23:15 - Educating Advisors & Clients
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