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Why Schechter?

Why Schechter?

We Make You Look Great

We go well beyond traditional life insurance offerings, and we’re involved in the design and implementation of highly sophisticated techniques that can help your clients grow and preserve wealth. Our technical analysts and legal professionals are constantly running the numbers and conducting in-depth research to find the best possible solution.

Why Schechter?

3rd Generation Firm
80+ years of experience
131 strategic Partners
$730 million of cash value
4000+ policies under management
Multi-disciplined team of 80+ employees

Why partner?

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. Partnering with Schechter allows you to utilize our extensive and diverse knowledge and services, including:

Client Income Tax Outlook
Client Liquidity
Client Risk Tolerance
Desired Debt/Equity Ratios
Client Net Worth
Family Dynamics
Client Estate Plan
Client Banking Relationships
Marc Schechter

Our Commitment to You

Your clients will always be your clients, and we promise to handle these special relationships with great care and concierge-level service. We are committed to helping you solve their financial problems. Partners are a key component of Schechter's business and we protect these relationships by operating with complete transparency.

Hear From Our Strategic Partners

david cowee

David Cowee - Investment Advisor Representative, Pineywoods Financial

“All I had to do was complete the application and Schechter took it from there.”

Jordan k

Jordon Katz

“The entire Schechter team are absolute pros in the premium financing space. Their legal, banking and product experts guided us through a significant and highly nuanced case design. I very much look forward to our next engagement.”


Jamie N. Cowper, CLTC - President, Unity Financial Advisor

“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 are great.  From start to finish they are top notch.”