uncommon
ways
If you knew the
we hedge, buy, sell & manage
life insurance
to generate or transfer wealth..
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 Cash Flows in Excess of Fixed Income Market Yields
Transfer Wealth with No Gift or Estate Tax Consequences
Leverage Philanthropic Gifts
Reduce Costs of Existing Life Insurance Portfolio
Sell 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, Birmingham, MI • 248.731.9500 • www.schechterwealth.com
1314190
October 11 • 2007
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