Beaches, Sport Metaphors, & Premium Financing | Ep. 2 | Uncommon Solutions

January 8, 2021

Schechter’s Kevin Beauchamp recounts a thriller 2019 life insurance premium financing case where, using leverage and an innovative design structure, the client dollars jumped from $12 million to $72 million.

FULL EPISODES below. Listen & subscribe:
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About Uncommon Solutions:
Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.