Our Clients
Don't
NEED
They
WANT It.
Life Insurance.
Most of our clients don't need life insurance to ensure their heirs maintain a comfortable
lifestyle. And many are liquid enough to pay estate taxes. Yet they continue to invest in unique
life insurance-based strategies designed by our firm.
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 applying their expertise solely 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
Robert Schechter, MBA, CLU, ChFC • Jason Zimmerman, MBA, CLU • Marc R. Schechter • Robert M. Heinrich, JD • Robert F Boesiger, CPA, JD, LLIVI
Paul Snider • Bradley K. Feldman, JD • Ron Dumars • David Elkin, JD, CPA • Kelii 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
1333340
January 3 2008
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