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Advanced Design Strategies

Advanced Design Strategies

Advanced Design Strategies

As a trusted advisor, your clients count on you to guide them through many financial aspects of their lives and businesses. Advanced life insurance design can be a great solution to accomplish objectives related to; business succession, buy/sell agreements, deferred compensation, estate planning, charitable planning and asset protection.

As a Strategic Partner, you get access to:

Product Design & Analysis
Legal Structures, Tax & Planning
Unconventional Insurance Solutions
Our Advisors
Premium Finance - Banking Advocates ?
Ongoing Policy Management & Service
Ongoing Loan Management & Service
Co-Branded Marketing Support

Hear From Our Strategic Partners

Granite Financial

Jonathan J. Edwards, GFS , ChFC , AIF , CFBA, Granite Financial Partners

"I ran into four roadblocks in eight months. Schechter's in-house attorney, and his team helped me get through every one of them which I never could have gotten through on my own."

Gary Hansen, Denver, CO, Retirement Planning Center

“In my 40+ years of experience, I cannot think of another firm or group that has brought as much “value-added” knowledge and planning help to the table to benefit our clients as Schechter.”

Brent McDonald, Financial Representative, Tar Heel Wealth Management, LLC

“I had an excellent experience working with Kevin and Schechter.  From them helping me bring unique financial planning strategies to my clients all the way to the underwriting for the client. Without their help I am sure the case would not have gone as smooth as it did. I’d highly recommend bringing them in on any complex life insurance strategy.”

Product Design & Analysis

Our team includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP  practitioners, and CIMA consultants with years of experience running the numbers and digging in deep to develop great outcomes for your clients.

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Legal Structures, Tax & Planning

Access to Schechter's team of diverse professionals, including estate and tax attorneys, is key to the success of your advanced case design. The proper structuring and explination to your clients existing attorneys and CPAs is crucial to closing cases. Our team can be available to brainstorm with you and/or your client (and their advisors) to enhance the likelihood of creating the best design and strategy.

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Unconventional Insurance Solutions

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 your client's unique circumstances. The end result is a policy designed specifically for your client, with a team in place to make changes to the policy as objectives or market conditions change.

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Our Advisors

You can sit back with confidence and allow our team to develop the right programs for your clients and to provide you with materials to present and explain strategies to your clients. We are happy to support you at client meetings, on calls, every step of the way.

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Medical Underwriting

Medical underwriting is both an art and a science. Our team of Underwriting Advocates blends the two together to drive valuable offers and results for your clients. Of equal importance is the team’s ability to make the client underwriting experience as easy and hassle free as possible.

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Ongoing Policy Management & Service

Post placement service is critical to the long-term success of any advanced design case. Regular monitoring is not provided by the carriers, our yearly performance reviews and annual statements, keep programs on track and running smoothly for clients.

Premium Finance Annual Review

Co-Branded Marketing Support

We share our thinking with our partners via a wide range of marketing tools. Education is key when trying to explain advanced concepts to clients and prospects. Our range of professionally designed, beautiful communication materials to help you...

Generate more business from centers of influence
Open more opportunities
Shorten Acquisition Cycles
Increase strength of your Brand
Win more Business

*Only Signed Strategic Partners get co-branded items and that the items are up to Schechter’s discretion.

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Premium Financing

Whether your client desires an additional tax-free income stream during their retirement years, or significant death benefit to pass to their heirs, financing life insurance premiums enables them to earn a spread between expected policy returns and borrowing rates.

Learn More About Premium Financing

 

Tax Efficient

Flexible

Powerful

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