Why Policy Review is 2021’s Best Conversation Starter | Ep. 5 | Uncommon Solutions

January 8, 2021

A new year means new conversations. So when was the last time you talked to your client about the life insurance policy collecting dust in their portfolio? In this episode, we explain the importance of life insurance portfolio review – for you and your client – and why it should be your first call in 2021.

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.