For Partners and Advisors

Going the Extra-Mile for Your High Net Worth Clients

At Schechter, we look for ways to fund insurance in unique ways to create above-market returns and unique tax advantages. When electing to partner with us, we offer decades of expertise in the areas of wealth transfer and life insurance portfolio management. You can help fulfill your fiduciary responsibility and work to enhance your clients’ financial position and strengthen your client relationships.

Today close to forty-percent of our life insurance business is coming from strategic partnerships with trusted advisors from across the United States. Every year we partner with more and more financial service professionals who are busy building their businesses and realize it's easier to use our infrastructure than build it themselves.

Putting Our Knowledge to Work for You

We have the breadth and depth of experience to deliver cases across the finish line. We have dedicated professionals with CFA’s in case design, 100 years of experience across our underwriting team, and a servicing team that reviews every policy at least once a year so that nobody is forgotten.

Testimonials

“I really enjoy working with Schechter. I am impressed with their unique strategies and the value they add to my clients. Their presentation process and follow up is unmatched. From start to finish they are top notch.”

— Jamie N. Cowper, CLTC - President, Unity Financial Advisors (Franklin, Michigan)

“I am a ‘PAID’ spokesperson for Schechter, you can choose to be paid too…by partnering with them.”

— Enyi Kanu, Group Managing Director & Chief Investment Officer, kANU Asset Management, LLC (Cincinnati, Ohio)

“I have worked on two cases with Schechter. I have closed both. In both cases, they presented solutions we did not already have that added value for the clients. They did everything they promised they would do and we were very happy with the partnership.”

— Dave Lopez, Investment Advisor Representative, ILG Financial (Stafford, Virginia)

“It was so easy to do business with Schechter. From the initial illustrations to underwriting, to final issue, the support given made the whole process run smoothly.”

— Robert Fross, Partner, Wealth Advisor, Fross & Fross Wealth Management (The Villages, Florida)

“All I had to do was complete the app and Schechter took it from there.  They shopped the new policy around to find the best coverage available and took care of all the underwriting and policy transfers.  My client understood everything and is very satisfied.”

— David Cowee, Investment Advisor Representative, Pineywoods Financial (Nacogdoches, Texas)

A Full-Service Approach to Life Insurance

We go well beyond traditional life insurance offerings, and we’re well-versed in the design and implementation of highly sophisticated techniques. Our technical analysts and legal professionals are constantly scouring the market and conducting in-depth research to find the best possible solution. We offer complete white-glove service; buying, analyzing, and underwriting the entire insurance process.

Placement & Service

  • Premier placement of insurance
  • Superior market knowledge
  • Client hand-holding throughout the buying process & beyond
  • Experts in understanding ownership challenges
  • Ongoing policy due diligence post-placement

Advanced Design & Structure

  • Key banking relationships for premium financing
  • Uncovering product anomalies & inefficiencies
  • Utilization of tax-advantaged strategies
  • Side-by-side comparison of competitive products
  • In-house attorneys to advise on complex ownership structures

I’ve known the Schechter family for over 30 years. Without a doubt, they are one of the most well-respected firms in the country as they are the whole package. Fiercely independent and built on a solid ethical foundation, they are a top-notch partner in the high-net-worth space. They advocate on behalf of their clients to get the best possible result, and their implementation processes and all-around client experience are unmatched.

-Bob Carter

Founder and CEO, Lion Street Financial

Anomaly-Based Strategies that Forge Unconventional Solutions

People often think life insurance products are commodities and every company issues the same product. This is far from true as every company issues multiple policies with numerous cost structures and contract terms. Through careful policy contract language and features, it is possible to find anomalies that exist in certain contracts. By finding these contract anomalies, we can deliver unique and valuable economics to families.

We go well beyond traditional life insurance offerings, and we’re involved in the design and implementation of highly sophisticated techniques. Our technical analysts and legal professionals are constantly scouring the market and conducting in-depth research to find the best possible solution.

OVER TWENTY A OR A+ RATED CARRIERS

Unlike other firms, our independent platform allows us to select the most appropriate carriers and lenders to achieve a client’s specific objectives.