The “Jim Harbaugh” Strategy for Retaining Key Business Executives | Ep. 3 | Uncommon Solutions

January 8, 2021

There’s a lot of Xs and Os in structuring life insurance. In this episode, we talk about its use as a deferred compensation option. Split-dollar life insurance is a trend many top universities are using to retain high-caliber coaches, such as Jim Harbaugh. But its usefulness extends past the coaching ranks. We explain why what’s good for Jim, might be good for other key executives.

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Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors.

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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.