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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.

Become a Partner
Established our life insurance business
Multi disciplined teammates
states and countries we serve
Policies we service for clients

Partnering with Schechter

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Brian Bonifant

Senior Vice President Sales
Lion Street
Austin, TX

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Kari Gillenwater

Strategic Business Coach and Certified Kolbe™ Consultant
Gillenwater Consulting Group
Little Rock, AR

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Grant Monson, Partner, Financial Advisor

Zach Hamilton, Financial Advisor

Alterra Advisors, Bellevue, WA

What We Provide

Win with industry leading experience.

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Innovative
Insurance Solutions

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Premium Finance
Banking Advocates

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Ongoing Policy
Management and Service

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Cobranded
marketing Materials

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Product Design
and Analysis

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Legal Structures, Tax
and Planning

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Advisor Support

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Medical Underwriting,
Optional

Learn more about a partnership with Schechter.

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.

Download Our Partnership Guide
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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.

Do I qualify for strategic Partnership?

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. Top insurance advisors from around the country are partnering with Schechter to bring the right solutions to the right clients.

Learn more about premium finance

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Birmingham, MI 48009

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