Introduction

Lindsey Charette-Merrell provides the day-to-day operational support to ensure that Schechter maintains the highest level of client service. She provides service for all existing policies including premium payments & premium changes, policy change requests, in-force illustrations, policy schedules & summaries, policy loans, policy values, lapse notices & reinstatements and death claims. Lindsey compiles and enters this information into the firm’s corporate database as a summary of the clients’ accounts.