Living A Richer Life By Design

Join Jonathan Krueger as he interviews Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning. IN THIS EPISODE: On today’s show we will be talking to Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning.  During this episode you’ll hear:  Whether life insurance should be considered its own asset class. The first step in identifying the right insurance. What anomalies Aaron’s team has found in the market. When you should consider a premium finance option. The pro’s and con’s of using a premium finance solution without a wealth management team. How Private Placement Life Insurance policies are being designed and who should be aware of them. The tax efficiencies of building an investment portfolio with life insurance. RESOURCES:  Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and the