Strategic Partner Solutions

Build Your Business

We understand the ultra high-net-worth community. We have invested significantly into a team of experts sothat you don’t have to. Accessing our technology and our service team ensures best-in-class ongoing policy and loan monitoring and management. Our Strategic Partners utilize our co-branded marketing materials and our experts to help open and win more business. Being advisors ourselves, we sit in your seat everyday.

Existing Clients

Bring Valuable Solutions
Drive Revenue

Prospective Clients

Differentiate Yourself
Capture New Markets

Become a Partner

Financial Independence Group Partnership

Tim Doozan, Advisor
Keel Point
Greenville, SC

What We Provide

Win with industry leading experience.

Partner Solutions

Innovative Insurance Solutions

We take life insurance to an entirely different level. We know that life insurance is not an off-the-shelf product; it is a chassis that, with the right design, can achieve a myriad of customizable objectives. Our research and design team builds life insurance solutions based on your client’s unique circumstances. The end result is a policy designed specifically for your client, with a team in place to make changes to the policy as objectives or market conditions change.

Generate Cash Flow

Finance Premiums

Transfer Portfolio

Identify Interest  Rate Hedges

Optimize Insurance Portfolio

Oversee Loan Paperwork Processing

Premium Finance Banking Advocates

Financing premiums can be an attractive way to acquire life insurance. Our banking experts can help you navigate through the numerous programs offered by banks. Whether your client desires an additional tax-free income stream during their retirement years, or significant death benefit to pass to their heirs, financed life insurance can provide a great solution.

Shop Banks on Your Behalf

Oversee Loan Paperwork Processing

Advise On Collateral Requirements

Identify Interest  Rate Hedges

Review And Manage  Loan Annually

Ongoing Policy Management and Service

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.

ANNUAL REVIEW and REPROJECTION FORECASTS

Premium financing loan review

ONGOING CARRIER COMMUNICATIONS

Policy loans and withdrawals

Digital policy binder

Beneficiary or ownership changes

Cobranded Marketing Materials

Strategic Partners will get access to a variety of co-branded educational & marketing materials for use with clients. Utilize our range of professionally designed, beautiful communication materials to help you:

Win more business

Increase brand strength

Open more opportunities

Shorten acquisition cycles

Product Design and Analysis

Our team includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants with years of experience running the numbers and digging in deep to develop great outcomes for your clients.

In house design team

Insurance optimization

Scenario modeling

Stress testing

Product recommendations

Proprietary research and back testing

Legal Structures, Tax and Planning

Access to Schechter’s team of diverse professionals, including estate and tax attorneys, is key to the successful implementation of your complex case. The proper structuring and explanation to your client’s existing attorneys and CPAs is crucial to winning cases. Our team is available to brainstorm with you and/or your client (and their advisors) to enhance the likelihood of creating the best design and strategy.

Analysis of estate planning documents

Deferred compensation structures

Business planning

Income tax analysis

Wealth transfer strategies

Philanthropic planning

Advisor Support

You can sit back with confidence and allow our team to develop the right programs for your clients and to provide you with materials to present and explain strategies to your clients. We are happy to support you at client meetings, on calls, every step of the way.

Consultative or educational support

Advisor team meeting support

Real time response to client inquiries

Ongoing program support

Pivot to overcome objections

Bring added value to clients

Medical Underwriting (Optional)

Medical underwriting is both an art and a science. Our team of Underwriting Advocates blends the two together to drive valuable offers and results for your clients. Of equal importance is the team’s ability to make the client underwriting experience as easy and hassle-free as possible.

Gathering health information required

Insurance carrier communications

Buying power with carriers

Negotiating final health offers

Coordinating client exams

Implementation of insurance placement

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

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?

Become a Strategic Partner

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. We have solutions for institutional affiliate and independent partners, contact us to discuss if you qualify for strategic partnership.