Does your life insurance firm NEED advisors with
CPA, JD, LLM
MBA, CLU ChFC
after their names?
Well, we think so...
Combining our team's diverse knowledge and experience
with life insurance products leads to uncommon solutions. The more educated we are, the
better we are. While our attorneys and CPAs don't draft legal documents or prepare tax
returns, their experience helps us design custom solutions for our clients to significantly
impact family wealth. Since 1939, Schechter has been quietly working with families and
their advisors to:
Increase
Cash Yields from Existing Bond Portfolios
Transfer Wealth to Reduce Gift and Estate Tax
Leverage
Reduce
Sell
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
Paul Snider • Robert F. Boesiger, CPA, JD, LLM • Bradley K. Feldman, JD • Kell' Saperstein • liana Liss • Christopher Hale
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 ANRA/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 sate, 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