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S1 E7: How To Harness 80 Years Of Knowledge with Kevin Beauchamp
Manage episode 296332847 series 2817726
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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
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