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.

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

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 - Investment Advisor Representative, Pineywoods Financial

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

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.”

Insights

See All Insights

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January 30, 2024

Election Cycles vs. Market Cycles

Brian Mackey

CFA®

A new year portends new beginnings. We’ll get an extra day in February, the Summer Olympics in July and August, and a US Presidential Election in November. While a Leap Year and the Summer Olympics likely won’t impact the stock market, a Presidential

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January 26, 2024

Advisors see Trump focusing on expiring tax cuts if he wins back White House

By Mark Schoeff Jr. If Donald Trump wins the White House again, financial advisors predict it will lead to the renewal of tax cuts at the heart of his signature tax legislation during his first term. Earlier this week, Trump won the New Hampshire

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June 17, 2023

The 2023 Trends in Investing Survey

In the " Journal of Financial Planning " feature titled "The 2023 Trends in Investing Survey" Aaron Hodari, CFP®, CIMA, Chief Investment Officer and Senior Advisor and Managing Director at Schechter, provides valuable insights on the advantages of

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Get Exclusive Access

Our strategic partners get exclusive access to our partner portal, filled with resources, worksheets, and planning tools for working with high-net-worth clients. When you sign up to be a Schechter Strategic Partner, we'll send you our free guide to using premium finance life insurance as an alternative to key person insurance.