Schechter Ranked Top Financial Security Professionals Best-In-State By Forbes

Entering the second half of 2024, the life insurance industry has been enjoying prolonged higher interest rates and rising equity markets, both positive factors for those whose business revolves around selling investment products like annuities. Insurance agents are now called financial security professionals and besides life insurance policies, they offer wealthy families a full suite of investment, retirement and estate planning services. The fourth annual Top Financial Security Professionals Best-In-State list from Forbes and SHOOK Research features approximately 1,445 experts. Schechter is ranked #14 nationwide and #1 in Michigan on the 2024 list.

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Disclaimer: Source - Forbes.com (Awarded July 2024). Data complied by Shook Research LLC based on time period from 12/31/22 - 12/31/23. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms.