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.
Partnering with Schechter
Brian Bonifant
Senior Vice President Sales
Lion Street
Austin, TX
Kari Gillenwater
Strategic Business Coach and Certified Kolbe™ Consultant
Gillenwater Consulting Group
Little Rock, AR
Grant Monson, Partner, Financial Advisor
Zach Hamilton, Financial Advisor
Alterra Advisors, Bellevue, WA
What We Provide
Win with industry leading experience.
Innovative
Insurance Solutions
Premium Finance
Banking Advocates
Ongoing Policy
Management and Service
Cobranded
marketing Materials
Product Design
and Analysis
Legal Structures, Tax
and Planning
Advisor Support
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.
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.
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.
