Our Approach

Knowledge Creates Opportunity^Ⓡ

A popular saying “You don’t know what you don’t know” encapsulates how and why our Knowledge Creates Opportunity™. Our experts, after learning of a client’s fact pattern, identify solutions that others do not. They also provide thoughts and facts to move clients and their advisors beyond any hesitations. The result is a valuable solution for the client, and more revenue for the advisor.

Become a Partner

Get to Know Your Partner

Hear from our CEO, Marc Schechter, as he shares a bit about what we do, what drives us and his viewpoint of being an R&D firm and a life insurance and wealth transfer think tank.

Our Commitment to You

Your clients will always be your client; ethically and legally. We have built our business on doing the right thing for 80 years and will continue to for the next 80. Our Strategic Partners drive 80% of Schechter’s life insurance business. We would never risk our reputation amongst the advisory community by bypassing a Strategic Partner. We also enter into a legal Strategic Partner Agreement to eliminate any concern of this.

We are committed to making you look great, and helping your clients. We promise to handle these special relationships with great care and concierge-level service.

Partner Testimonials

How we keep our promise, to you and your clients.

Consultation

You can sit back with confidence and allow our team to ask you the questions and develop the right programs for your clients and to provide you with materials to present and explain strategies to you clients. Whether a call or in person meeting, we are happy to support you every step of the way.

Design

We offer side-by-side comparisons of competitive products. Our independent platform allows us to create unique combinations that maximize returns for your clients.

Placement and Service

We are experts in understanding ownership challenges and offer client hand-holding throughout the buying process, with ongoing due diligence post-placement of your clients premium financing or advance design program.

Marketing

We provide our signed partners with marketing support for your clients like articles, one-pagers, FAQs, educational videos, and premium finance guides with co-branding opportunities available for signed strategic partners.

Implementation

We’ll take care of everything to get the program implemented, including lender and carrier checklists and administration, cover letter creation, interest rate derivatives coordination, and underwriting.

Management

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.

Become a Partner

Hear from Our Strategic Partners

“We’ve worked with Schecter for several years — I regularly introduce advisors to their team because their resources, know-how, and collaborative approach uncover opportunities for clients that advisors hadn’t seen before. The Schecter team is credible, experienced, and consistently exceeds expectations.”

Josh Martin

Senior Vice President, Financial Independence Group, Cornelius, NC

“I really enjoy working with Schechter. I am impressed with their unique strategies and the value they add to my clients. Their presentation process and follow-up are great. From start to finish, they are top-notch.”

Jamie Cowper

CLTC, Unity Financial Advisors, Bingham Farms, MI

“I ran into four roadblocks in eight months. Schechter’s in-house attorney, Jordan Smith, and his team helped me get through every one of them which I never could have gotten through on my own.”

Jonathan J. Edwards

GFS®, ChFC®, AIF®, CFBA, Granite Financial Partners, Milford, NH

“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.”

Brian Evans

CPA, PFS, Madrona Financial Services, LLC, Everett, WA

“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.”

Daniel Cotter

Lakeside Financial Partners, Broadview Hts., OH

“The entire Schechter team are absolute pros in the Premium Financing space. Their legal, banking and product experts guided us through a significant and highly nuanced case design. I very much look forward to our next engagement.”

Jordan R. Katz

CLU®, JR Katz, Northbrook, IL

“Without a doubt, they’re one of the most respected firms in the country — the whole package. Built on a solid ethical foundation, they’re a top-tier partner in the HNW space. They fiercely advocate for their clients and deliver an unmatched overall experience.”

Bob Carter

Lion Street, Austin, TX

“In my 40+ years of experience, I cannot think of another firm or group that has bought as much “value-added” knowledge and planning help to the table to benefit our clients as Schechter.”

Gary Hansen

Retirement Planning Center, Denver, CO

“Schechter has become a valued partner in 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.”

John Dovich

ChFC®, CLU®, MAI Capital Mgmt., Cincinnati, OH

Learn More About 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.

Download our partnership guide