The information discussed in this podcast does not represent individualized investment advice, professional legal or tax advice, and should not be used to project or predict the success or suitability of any particular investment. Actual resul

Unpacking Section 7702: What it Means for You & Your Clients

May 12th, 2021 29m 47s

Disclaimer: The information discussed in this podcast does not represent individualized investment advice, professional legal or tax advice, and should not be used to project or predict the success or suitability of any particular investment. A

The Death of LIBOR & What It Means for Financed Life Insurance

Dec 21st, 2020 11m 56s

Note regarding the use of LIBOR as a reference rate: The discontinuation of LIBOR as a reference rate, currently expected to occur after 2021, could have a significant impact on the investment products, the entities who sell these products, and

Why Policy Review is 2021's Best Conversation Starter

Dec 4th, 2020 19m 16s

View the infamous photo discussed in this episode: See photo.

Selling Unwanted Life Insurance: A Tale as Old as 1911?

Oct 21st, 2020 11m 33s

Risk Disclaimer:While life settlement transactions may be a valuable source of liquidity for people whose life insurance needs have changed over time, and for those who would otherwise surrender their policies or allow them to lapse, they may n

The "Jim Harbaugh" Strategy for Retaining Key Business Executives

Aug 28th, 2020 10m 50s

Check out the infamous guitar chip mentioned in this episode: See picture.

Beaches, Sports Metaphors, & Premium Financing

Jul 7th, 2020 11m 39s

The description of the premium financing product and S&P 500 index returns was solely for illustrative purposes to describe the product and are not based on actual returns. Past performance is not indicative of future results. Premium financi

Is Life Insurance the Unsung Hero in a COVID-19 World?

Jun 13th, 2020 8m 44s

Forbes article: Cash Value Life Insurance Provides A Safe Harbor in Today’s Economic Storm https://www.forbes.com/sites/forbesfinancecouncil/2020/04/29/cash-value-life-insurance-provides-a-safe-harbor-in-todays-economic-storm/

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Introducing Uncommon Solutions

May 27th, 2020 2m 16s

On Uncommon Solutions, we explore the intersection of creativity and financial services. The podcast is produced by Schechter, a boutique, third generation, financial services firm in Birmingham, MI.

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