▪ • • •

• 0
•

▪

▪ ▪

22 c .22 o5.
slot

to .4 0

-

2 E

E

t

8

2

g FE
ca- (151 ( r13'

Our clients don't NEED

7 .

=

5 '5 75
T.5

0

2

.,Cfj c 2 2 .1 8

za) .__.

Life
Insurance.

co 4 -5 0

,n ZS.
0 1:3=w>

1' 2

5 8
:@ s')
ce t
. ,
B 8 52

c 7 3'
„

LJa>Cuo

•

E

49, E

.
ET
T , T.5 .ssa
8 -50
--
a.)

7,) ,F00)E

s c Ts
E
°'
a: a:3— a:E

a>2"Ea>52.

* >,a>

'

-8 sg

8.

6-)

g 8 2 2 _2

8 u Q
0 =10
—
zt
0,
• ri
2 f)
a , a,

'S

7,-, vi co

•

8

132 -a- s

cr (-)

z "-0-

a"co‹.4 ,-00

•

WANT it.

They

at`g

2

uj—Qm=m

co ° 4 - •

co c>
-rD 22. a:

.=

u ,
0 f_,)

-

ieEpa-;=a75

8 E 2 co

• L^-0g3E
u-
"CS

S

CL

E -.9- 8 0

- g..x (r.

.4_rs. 7..

to pay estate taxes. Yet they continue to invest in unique life insurance-based strategies designed by our firm, Since 1939

Scr ter Wealth Strategies has been quietly working with families and their advisors, using life insurance and executing p:ans in

-c t 0
_
= - 0 2

gt

Most of our clients don't need life insurance to ensure their heirs maintain a comfortable lifestyle. Arid many are ,quid

-c)

_F.; ta ...

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: Increase Cash Yields from Existing Bond Portfolios, Transfer Wealth to Reduce Gift and Estate Tax,

wm c'mom
ei5 T, )
g 2 —
E

Leverage Philanthropic Gifts, Reduce Costs of Existing Life insurance Portfolio Sell Unwanted Existing Policies.

,

co 0

•

8 ..-. 1-1•F,

—
.T5cE"5-..G
ca_•
(
7 ).E
= g

g CQ•c
- z -
2
g
u-toci o:

- 2

-9 -

cm
al

0 0 0 0

0 -

" a.

• 13 to a> o
_2
as
1:3
2 t25
°
>.
toE c cC- gg

(

3=—

•

R

•
LL

as

e

SCHECHTER

WEALTH STRATEGIES

251 Pierce. Birmingham. MI 248.731.9500 I www.schechter.yeaith.com

(.0 >

V_
>.

o
) - cs

L.- el CD
_

cn
as 5 (,)

CD

2

03 a LT.

22

•*€

2 ° §

—

UNCOMMON SOLUTIONS

to Preserve, Leverage & Transfer

E 8._

3

w.18 -5

Bradley K. Feldman, JD 1 Joseph W. Maczuga, LIC, LUTCF
Annette M. Marschall* I Christopher J. Hale* I Paul M. Snider
Robert F. Boesiger, CPA, JD, LLM I Marc R. Schechter
Robert V. Schechter,* MBA, CLU, ChFC
Jason R. Zimmerman MBA, CLU 1 liana K. Liss
Robert M. Heinrich, JD

oe

