thoughts // May 12, 2021
Thoughts
thoughts // December 11, 2020
What is Private Placement Life Insurance & Variable Annuities?...
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thoughts // December 10, 2020
How to Finance New or Existing Life Insurance Premiums...
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thoughts // June 4, 2020
It’s Time for Juwan Howard to Join the Split-Dollar Life Insurance C...
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thoughts // April 22, 2020
Three New Reasons to Consider Roth IRA Conversion After COVID-19...
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thoughts // April 13, 2020
CARES Act: 100% of AGI Limit on Charitable Contributions Explained...
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thoughts // April 7, 2020
Giving More Than 60% of Income to Charity? CARES Act Says Deduct it...
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thoughts // March 30, 2020
Cash Value Life Insurance Provides a Safe Harbor in Economic Storms...
Read More >>In The News
news // April 14, 2021
Schechter Investment Advisors Adds Chicago Investment Professional Jos...
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news // March 1, 2021
Schechter Investment Advisors Adds Michael B. Schoffman as a Senior Ad...
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news // February 3, 2021
Schechter Adds Gregg A. Michael as Managing Director, Institutional Pa...
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news // January 7, 2021
Schechter Investment Advisors Adds Alan Slaughter as Director of Inves...
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news // July 22, 2020
Schechter Adds Investment Associate & Senior Insurance Analyst...
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news // August 15, 2019
CAIS Launches Insurance Solutions in Partnership with Schechter...
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news // June 20, 2019
Schechter, Related, CIM, & UHY Hold Opportunity Zones Investor Co...
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news // June 19, 2019
Gallery: Opportunity Zones | Related Companies, CIM Group, UHY LLP...
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Videos
videos // December 21, 2020
The Death of LIBOR & What It Means for Financed Life Insurance | ...
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videos // December 11, 2020
Why Policy Review is 2021’s Best Conversation Starter | Ep. 5 | ...
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videos // October 26, 2020
Selling Unwanted Life Insurance: A Tale as Old as 1911? | Ep. 4 | Unco...
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videos // September 18, 2020
The “Jim Harbaugh” Strategy for Retaining Key Business E...
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videos // September 18, 2020
Beaches, Sport Metaphors, & Premium Financing | Ep. 2 | Uncommon ...
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videos // September 18, 2020
Is Life Insurance the Unsung Hero in a COVID-19 World | Ep. 1 | Uncomm...
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videos // December 10, 2019
What is Private Placement Life Insurance & Variable Annuities?...
Read More >>Podcast
podcast // January 8, 2021
The Death of LIBOR & What It Means for Financed Life Insurance | ...
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podcast // January 8, 2021
Why Policy Review is 2021’s Best Conversation Starter | Ep. 5 | ...
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podcast // January 8, 2021
Selling Unwanted Life Insurance: A Tale as Old as 1911? | Ep. 4 | Unco...
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podcast // January 8, 2021
Beaches, Sport Metaphors, & Premium Financing | Ep. 2 | Uncommon ...
Read More >>
podcast // January 8, 2021
Is Life Insurance the Unsung Hero in a COVID-19 World | Ep. 1 | Uncomm...
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