Strategic Partnership Program
Law Firms, Accounting Firms, Banks, Money Managers and other Insurance professionals have all found value in developing a strategic partnership with Schechter Wealth Strategies. If your firm would like to provide sophisticated life insurance solutions to your client base and share in revenue, please contact Jason Zimmerman or Marc Schechter, Senior Managing Directors. 248.731.9500
“For years, we assumed the Schechter organization was a competitor of ours. We are in the same geographic region, however we service different markets. We’ve since found synergies between our respective firms: our expertise is in the deferred compensation arena and the estate planning world and Schechter Wealth Strategies has a much deeper understanding of the legal, tax and insurance opportunities that exist for very wealthy families.
The strategic relationship we have forged has worked well for both our companies and especially my clients.”
The Walsh Financial Group (WFG) is a benefits and compensation consulting firm headed by Clune J. Walsh, Jr. WFG has been actively involved in servicing key executive groups for nearly 50 years specializing in the design, securitization, funding and administration of non-qualified executive benefit programs and retiree medical funding. WFG provides financial strategies for improving earnings to regional banks, insurance companies and publicly held corporations.