Analyzing the Value of Life Insurance as an Investment

Jordan Smith, JD, LLM | April 1, 2014

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Jordan Smith, JD, LLM and Vice President of Advance Design at Schechter Wealth addresses the investment nature of cash value life insurance, as well as life insurance purchased for death benefit (both permanent & term).

Written by:

Jordan Smith, JD, LLM

Vice President, Advanced Design

As the Vice President of Advanced Design, Jordan Smith works with our advisors and their clients in the design and implementation of advanced strategies. He provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth.