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in this episode
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 a retirement plan using life insurance.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm's branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He's also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA). Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds. Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean’s Young Alumni Council and he is a member of the CAIS Advisory Council. He can be reached at [email protected]
Private Placement Life Insurance and Annuities are unregistered products and not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.