you Knew the uncommon ways
we hedge, buy, sell & manage
life insurance
to generate or transfer weak..
you'd have called us
esterda
Since 1939, Schechter has been quietly working with families and their advisors
using life insurance in sophisticated and uncommon ways. Schechter Wealth
Strategies is one of a few elite firms in the country that has a multi-disciplined
team of JDs, CPAs, CLUs and MBAs applying their expertise solely to the design
of life insurance-based solutions.
Generate
Transfer
Leverage
Reduce
SW
Cash Flows in Excess of Fixed Income Market Yields
Wealth with No Gift or Estate Tax Consequences
Philanthropic Gifts
Costs of Existing Life Insurance Portfolio
Unwanted Existing Policies
Come meet with us...before tomorrow becomes yesterday.
Robert Schechter, MBA, CLU, ChFC • Jason Zimmerman, MBA, CLU • Marc R. Schechter • Robert M. Heinrich, JD • Paul Snider
Robert F. Boesiger, CPA, JD, LLM • Bradley K. Feldman, JD • Ron Dumars • David Elkin, JD, CPA • Kelli Saperstein • liana Liss
SCHECHTER
WEALTH STRATEGIES
UNCOMMON SOLUTIONS
to Preserve, Leverage & Transfer
251 Pierce, Birminaharn, M I 248,731.9500 wwmschechterwealth.com
October 4 • 2007
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