Uncommon Solutions

10 episodes - English - Latest episode: over 2 years ago -

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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Episodes

How High-Income Earners Can Proactively Navigate Biden's Tax Proposal

August 18, 2021 17:39 - 24 minutes - 22 MB

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 results will vary depending upon an individual's age, health rating, premium amount, death benefit amount, insurance policy, interest rate, performance, and other variables. Past performance is not indicative of future results. PPLI and PPVA are exclusive...

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

May 12, 2021 16:36 - 29 minutes - 27.3 MB

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. Actual results will vary depending upon an individual's age, health rating, premium amount, death benefit amount, insurance policy, interest rate, performance and other variables. Past performance is not indicative of future results.

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

December 21, 2020 20:03 - 11 minutes - 11 MB

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 the overall financial market, in general. Click here for more information.

Why Policy Review is 2021's Best Conversation Starter

December 04, 2020 20:07 - 19 minutes - 17.7 MB

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

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

October 21, 2020 18:36 - 11 minutes - 10.6 MB

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 not be suitable for everyone. Schechter and its representatives do not provide legal or tax advice. Clients are encouraged to consult with their legal and tax professional(s) before engaging in a life settlement transaction. The information discusse...

The "Jim Harbaugh" Strategy for Retaining Key Business Executives

August 28, 2020 16:12 - 10 minutes - 10 MB

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

Beaches, Sport Metaphors, & Premium Financing

July 07, 2020 21:27 - 11 minutes - 10.7 MB

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 financing involves certain risks that you should be aware of before investing, including but not limited to, interest rate risk. Specifically, the owner of a variable policy from a premium finance loan that uses a variable interest rate could end up...