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
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
1341210
January 10 6 2008
A33