Life Insurance

At Schechter, we take life insurance to an entirely different level. We know that life insurance is not an off-the-shelf product; it is a chassis that, with the right design, can achieve a myriad of customizable objectives. Our research and design team builds life insurance solutions based on our clients’ unique circumstances. Our independent platform allows us to select the most appropriate carriers to achieve specific goals for our clients. The end result is a policy designed specifically for you, with a team in place to make changes to the policy as your objectives or market conditions change.

Each Client is Unique

Every individual has different financial needs; different values, beliefs, relationships, and goals. So we begin each relationship with a conversation. We sit down with them to understand and then develop specific plans and strategies to meet their personal objectives. There are no "one size fits all" solutions at Schechter Wealth. And it's a testament to this approach that so many Schechter clients remain Schechter clients for life.

Related Posts

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April 1, 2014

Analyzing the Value of Life Insurance as an Investment

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). ShareTweetShare

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tree road iStock
July 28, 2017

The Path Less Taken

Steve Teper had always dreamed of owning the company he worked for, but never had a plan of how that would become a reality. Then, at a charity event in the summer of 2013, we ran into each other, and since we were former softball teammates, we naturally struck up a conversation. Teper, CFO of…

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June 8, 2017

Private Placement Life Insurance & Annuities

To Shield Asset Class Investments from Current Period Taxation Private placement life insurance (PPLI) and private placement variable annuities (PPVAs) have become increasingly popular as high net worth investors seek greater tax efficiency with investment vehicles. Typically, hedge funds and alternative asset class investments are taxed as ordinary income or short-term capital gains, at federal…

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