Articles & News

August 12, 2016

How Does a Charitable Remainder Trust Work?

A charitable remainder trust is a tax-exempt irrevocable trust that allows the client to transfer property to the trust and maintain an income stream. Because a charitable remainder trust is a tax-exempt entity, it can sell highly appreciated assets without realizing a current income tax liability. The CRT must make payouts at least annually. At…

Read More

Introduction

Jason Zimmerman is a Senior Advisor at Schechter with over 20 years of insurance and financial services experience. Jason was vital in shaping Schechter’s strategic direction and helped contribute to the company’s successful growth over multiple decades. He continues his integral role with Schechter through his direct work.

Jason has been a top independent producer for multiple industry-leading carriers, including Penn Mutual, Midland National, Pacific Life, Prudential, Lincoln, and others. He frequently speaks at industry symposiums and conferences around the country, sharing Schechter’s philosophy, innovative insurance-related strategies, and tailored advisory offerings to high net worth clients.

Jason is actively involved in a number of professional organizations, including NAIFA (National Association of Insurance and Financial Advisors), AALU (Association for Advanced Life Underwriting), AIPAC (American Israel Public Affairs Committee) and serves on the board of the Dr. Gary Burnstein Community Health Clinic.

Jason is a graduate of the University of Wisconsin-Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.

Check the background of this investment professional on FINRA’s BrokerCheck.