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November 29, 2007 - Image 73

Resource type:
The Detroit Jewish News, 2007-11-29

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we Hedge, Bu
Sell & Manage


Life Insurance •

If you knew the uncommon ways Schechter Wealth Strategies utilizes life insurance to

generate and transfer wealth, you'd have called us yesterday. Since 1939, Schechter 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 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 • Robert F. Boesiger, CPA, JD, LLM
Paul Snider • Bradley K. Feldman, JD • Ron Dumars • David Elkin, JD, CPA • Kelli Saperstein • liana Liss • Joe Maczuga, LIC, LUTCF • Christopher Hale




to Preserve, Leverage & Transfer

251 Pierce, Birmingham, MI • 248.731.9500 • www.schechterwealth.com

November 29 2007


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