For Insurance and Investment Professionals
The benefits of strategic partnership.
Partner with Schechter to bring premium financing and advanced life insurance designs to your clients. Our experts can help you increase the size and frequency of new opportunities, shorten sales cycles and drive revenue.
Partnering with Schechter
Peter Lampert, JD, LLM, CPA
Founder | Lampert Education Resources
Denver, CO
Josh Martin
Senior VP | Financial Independence Group
Cornelius, NC
Tim Doozan
Advisor | Keel Point
Grenville, SC
As a Strategic Partner, we provide:
Hear from our Strategic Partners
John Dovich
MAI Capital | Cincinnati, OH
“Schechter has become a valuable partner to us in the Premium Financing and Advanced Design spaces. Their client-first mindset matches our approach perfectly. Most important to us is their unparalleled commitment to servicing these complex structures every year on a go-forward basis."
Gary Hansen
Retirement Planning Center | Denver, CO
“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.”
Daniel Cotter
Lakeside Financial Partner | Broadview Heights, OH
“Schechter is my partner of choice in the premium financing space. Our firms have a complete cultural alignment and I will gladly put them in front of my most important clients when advanced design opportunities arise.“
Brian K. Evans, CPA, PFS
Madrona Financial Services, LLC | Everett, WA
“I ran a case by Schechter, and they designed a plan that was a better solution for my client and increased my compensation ten-fold. The case was complicated, but they made it easier for me by handling all the sticky points.”
Kyle Satterlee, ChFC
Compass Financial Group, LLC | Walled Lake, MI
“Schechter is very gifted at presenting financial solutions to my clients/prospects. In fact, the data research and analysis that goes into their recommendations is way ahead of my competition. This has helped me to be more confident that I’m operating for my client’s best interest.”
Brent McDonald
Financial Representative | Tar Heel Wealth Management, LLC | Hickory, NC
“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.”
Build Your Business
We understand the ultra high-net-worth community. We have invested significantly into a team of experts so that you don't have to. Accessing our technology and our service team ensures best-in-class ongoing policy and loan monitoring and management. Our Strategic Partners utilize our co-branded marketing materials and our experts to help open and win more business. Being advisors ourselves, we sit in your seat everyday.
Existing Clients
- Bring Valuable Solutions
- Drive Revenue
Prospective Clients
- Differentiate Yourself
- Capture New Markets
Institutional Partnerships
Investment and Insurance professionals rely on Schechter when significant business or estate planning and life insurance opportunities arise. Many institutions refer their advisors to Schechter when high-net worth clients are looking for Premium Financing or Advanced Design Solutions. Whether you are affiliated with an institution or independent, we would love to hear from you.
Innovative 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.
Premium Finance Banking Advocates
Financing premiums can be an attractive way to acquire life insurance. Our banking experts can help you navigate through the numerous programs offered by banks. Whether your client desires an additional tax-free income stream during their retirement years, or significant death benefit to pass to their heirs, financed life insurance can provide a great solution.
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.
Co-Branded Marketing Support
Strategic Partners will get access to a variety of co-branded educational & marketing materials for use with clients. Utilize our range of professionally designed, beautiful communication materials to help you:
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.
Legal Structures, Tax & Planning
Access to Schechter's team of diverse professionals, including estate and tax attorneys, is key to the successful implementation of your complex case. The proper structuring and explanation to your client's existing attorneys and CPAs is crucial to winning cases. Our team is available to brainstorm with you and/or your client (and their advisors) to enhance the likelihood of creating the best design and strategy.
Advisor Support
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.
Medical Underwriting - Optional
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.
Premium Finance
Successful investors and businesses understand the wealth-creating power of leverage. For clients with an established need for life insurance, premium financing can allow them to take advantage of leverage to potentially reduce out-of-pocket costs and preserve capital for more lucrative investments.
Schechter has built a team of bankers, product analysts, lawyers and underwriters who specialize in the ideation, construction, acquisition and implementation of premium financing programs. Top insurance advisors from around the country are partnering with Schechter to bring the right solutions to the right clients.
Perhaps most important to the success of these strategies is the ongoing management of the program. Schechter's review and service teams are committed to providing our Strategic Partners and their clients with annual loan and policy management for decades to come
Learn More About Strategic Partnership
Advanced Life Insurance Design and Premium Financing can be great solutions to accomplish objectives related to business succession, buy/sell agreements, deferred compensation, estate planning, charitable planning, and asset protection.
