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

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January 3 2008

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