i can Hedge, Buy,
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
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
SCHECHTER
WEALTH STRATEGIES
UNCOMMON SOLUTIONS
to Preserve, Leverage & Transfer
251 Pierce, Birmingham, MI • 248.731.9500 • www.schechterwealth.com
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December 13 • 2007
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