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Uncommon SolutionsAuthor: Schechter
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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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How High-Income Earners Can Proactively Navigate Biden's Tax Proposal
Episode 8
Wednesday, 18 August, 2021
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 exclusively available to Accredited Investors (net worth exceeding $1,000,000 or an annual income of over $200,000 for the last 2 years) and Qualified Purchasers (individuals with a minimum of $5,000,000 of investable assets). Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, Private Placement Life Insurance (or Annuities) should only be presented to accredited investors or qualified purchasers as described by the Securities Act of 1933.
