High,
Sell
Buy Lou
with Life Insurance?
With stocks, bonds and real estate, "Buy Low — Sell High" involves market
speculation. Not with Life Insurance. Institutions are now buying existing policies.
You and your family can generate significant dollars by capitalizing on spreads
between the purchase price and sale price of policies.
Since 1939, Schechter Wealth Strategies has been quietly working with families and
their advisors using life insurance in sophisticated and uncommon ways. Schechter
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 to:
Generate
Transfer
Leverage
Reduce
Sell
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
Call Schechter. Buy Low. Sell High. Be Smart.
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
November 1 • 2007
A35