Financing your life insurance premiums can be a powerful, flexible, and tax-efficient option for permanent life insurance premium payments. Whether you desire an additional tax-free income stream in the future, or a significant death benefit to pass to your heirs, premium financing can be an efficient way to meet a myriad of objectives.
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Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.