can Hedge, Buy,
Sell &Manage...
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 and executing plans in sophisticated and uncommon ways.
Schechter is one of a few elite firms in the country that has a multi-disciplined team
applying their skills solely to designing plans to:
Generate
Transfer
Leverage
Reduce
Sell
Cash Flows Often in Excess of Fixed Income Yields
Wealth to Reduce Gift and Estate Tax
Philanthropic Gifts
Costs of Existing Life Insurance Portfolio
Unwanted Existing Policies
Robert Schechter, MBA, CLU, ChFC a Jason Zimmerman, MBA, CLU • Marc R. Schechter
Robert M, Heinrich, JO
Paul Snider Robert F. Boesioer, CPA, JD, LLM Bradley K. Feldman, JD • Ron Dumars • Kelli Saperstein • liana Liss
SCHECHTER
WEALTH STRATEGIES
UNCOMMON SOLUTIONS
to Preserve, Leverage & Transfer
251 Pierce, Birmingham, MI • 248,731.9500 • www.schechterwealth.com
Securities offered through Registered Representatives of NFP Securities, Inc. a Broker/Dealer, and Member F1NRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. Schechter Wealth Strategies is an affiliate of NFP Securities,
Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. Not all members of Schechter Wealth Strategies provide securities or Investment Advisory services. Neither National Financial Partners Corp. nor NFP Securities, Inc. offer tax or legal advice. The number of bidders for a policy may
be limited, proceeds from sales of similar policies may vary and may be subject to claims of creditors. Receipt of proceeds may impact eligibility for government benefits and entitlements. Prior to sale, the insured should consider the continued need for coverage, impact to estate plans, availability of insurance, cost of comparable
coverage, tax implications. There may be high fees associated with the sale of a life settlement.