S1 E7: How To Harness 80 Years Of Knowledge with Kevin Beauchamp

53:02
 
Share
 

Manage episode 296332847 series 2817726
By Karl Hoover. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Schechter Wealth in Birmingham, Michigan, is a third-generation wealth advisory and financial services firm that we’ve come to know really well. The exclusive relationship we’ve built with this incredible team has allowed FIG to plug into their resources and write some of the largest life insurance cases in history. Today we’ll introduce you to Kevin Beauchamp, Vice President and Director of Strategic Partnerships, and find out what makes this business an enduring success.

About our guest: https://www.schechterwealth.com/team/kevin-beauchamp/

What we discuss on this episode:

1:56 - How Kevin Got Into The Business

4:52 - Story Behind Schechter Wealth

7:55 - Knowledge Tagline

8:31 - Investment Philosophy

10:33 - Private Capital Offering

12:44 - Advanced Life Insurance Design

18:04 - Making The Transition To Life Insurance

20:46 - Partnership Process

28:45 - Examples Of Cases

31:27 - Example Of Partnering With A Financial Professional

42:12 - Win-Win Situation

47:00 - Working With FIG

49:19 - Life Lesson

50:34 - 2007 Appalachian State Vs Michigan

Contact Karl:

800-527-1155

teamhoover@figmarketing.com

https://www.teamhoover.figmarketing.com/

33 episodes