
December 4, 2009 | CNNMoney.com | How to give when the giving gets tough
DIY fundraising, group volunteering, even picking the right bank: Learn 13 creative ways to maximize your charitable impact without writing a huge check
Brad Feldman -- a life insurance adviser at the firm Schechter Wealth Strategies and board member of the Detroit-area Junior Achievement -- raised money by running in a half-marathon. He and fellow board member Mike Juchno solicited sponsorships from family, friends, even clients. "You've just got to be bold," says Juchno, 38, a partner at Ernst & Young. "You say, 'Believe me, I'm extending myself to do this, so I'm asking you to extend yourself.' " Their haul: $6,400.
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May 2009 | National Financial Partners - Is My Life Insurance Policy Protected?
The life insurance industry has in place a system of regulation and oversight that, in these challenging economic times, may not be readily apparent to the policyholder of life insurance products or even the prodict distributors. read
more...
April 2009 | National Financial Partners - Overview of the Regulation of
Insurance in the United States
PartnersFinancial and the NFP Advanced Sales Resources team are pleased to provide the second in a series of documents written for advisors that addresses the strength of the life insurance industry read
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February 23, 2009 | Michigan Lawyers Weekly - The financial crisis demands a close look at life insurance
Like all other areas of financial services industries, the life-insurance industry is feeling the shock waves of the financial crisis. read
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November 10, 2008 | Michigan Lawyers Weekly - Is Life insurance an alternative
asset class?
Attorneys may need to take a fresh look at
how we evaluate life insurance policies that
our clients own or may consider buying. read
more...
May 12, 2008 | Michigan Lawyers Weekly - Legislation designed to eliminate stranger-originated life insurance has its positives, negatives
Should it be a crime to purchase a life insurance policy and then sell it to an investor within the first five years of its issuance? The legislators in at least four states think so. read
more...
Spring 2008 | Henry Ford Health System - Why Planned Giving Is So Attractive –
You Benefit, So Do We
Planned gifts are charitable gifts that can be beneficial to both you and us. Often the donor can enjoy enhanced tax and financial benefits while making a larger gift than otherwise might be possible. read
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April 10, 2008 | Jewish News - Refinancing
Your Life Insurance
Many
have
refinanced their home mortgages
three or four times over the last 20 years.
What many financially
savvy people do not realize is
that the life insurance market
is very similar. read
more...


Septmeber 15, 2008 | Schechter Wealth Strategies announces appointment of Nancy Leavy Hoag as Vice President of Marketing
Schechter Wealth Strategies announces the appointment of Nancy Leavy Hoag as Vice President of Marketing. Hoag will be responsible for all marketing and public relations strategy and execution. read
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March
18, 2008 |
Schechter Wealth Strategies Announces
Annette Marshall as new Client Service Manager
Robert
Schechter, Chairman, Schechter Wealth Strategies, of Birmingham,
Michigan, has announced that Annette Marshall has been named Client Service Manager, Schechter Wealth Strategies. read
more...
July 9, 2007 | Schechter Wealth Strategies Announces Brad Feldman as new Vice President
Robert Schechter, Chairman, Schechter
Wealth Strategies, of Birmingham, Michigan, has announced that Bradley K. Feldman,
J.D. has been named Vice President, Schechter Wealth Strategies to lead the company’s
Life Insurance Settlement Services. read
more...
January
28, 2007 |
Schechter Financial Group becomes two distinct entities - Schechter
Wealth Strategies and Schechter Benefits Advisors
Robert
Schechter, Chairman, has announced the restructuring
of the Schechter Financial Group. The company
will become two separate and distinct entities, Schechter
Wealth Strategies and Schechter Benefits
Advisors. read
more...
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