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Insights for Partners

Your clients look to you. You can look to us. 

Our insights are a great way to stay current with what's happening in the industry. Learn more about partnering with Schechter for even more exclusive content, for access to worksheets, white papers, and planning tools that will help you maximize gains for your clients.

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November 19, 2024

SOFR Interest Rate Update - November

Nick Pratt

On November 7th, the US Federal Reserve (the Fed) concluded their November meeting by announcing their second consecutive rate cut, lowering US Federal Funds Rates (Fed Rates) by 25bps to a range of 4.50%-4.75%. 1 Similar to September’s 50bp cut

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November 6, 2024

Estate Equalization Case Study

Client Profile and Common Concerns Married clients in their early 60’s with a net worth of approximately $45mm. The largest component of their net worth is a family owned auto-dealership; roughly 44% of the total estate. Clients have three adult

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October 2, 2024

Nonprofit Executive Case Study

Client Profile and Fact Pattern Key Executive for a Nonprofit Nonprofit wants to provide competitive compensation package, including a post-retirement income stream Way for nonprofits to compete with for-profit institutions with compensation packages

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September 11, 2024

Enhanced Charitable Lead Annuity Trust (eCLAT)

What is a CLAT? A Charitable Lead Annuity Trust (CLAT) is a split-interest trust that is designed to pay a fixed and determinable benefit to a charitable organization for either a specific number of years or for the life of the donor. What is an

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August 19, 2024

How and Why to Implement a Management Service Organization (MSO) For Your Client

What is a Management Service Organization (MSO)? An MSO is a valuable tool for protecting your client's assets, saving on taxes, and using those savings to hedge against risks. While traditionally seen in the healthcare industry, MSOs have been

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August 13, 2024

SOFR Interest Rate Update - Mid-August

Nick Pratt

What a difference two months can make. While the US Federal Reserve’s (the Fed’s) decision to hold US Federal Funds Rates (Fed Rates) steady after their 7/31 meeting marked the 8th straight meeting with no movement in rates, the tone surrounding the

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July 18, 2024

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

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July 17, 2024

Life Insurance Solves Problems

Life insurance is more than just a policy – it’s a testament to those we care about most. At Schechter, we understand the significance of protecting and securing your client’s legacy. If any of the following characteristics resonate with your clients

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June 17, 2024

SOFR Interest Rate Update - June

Nick Pratt

On June 13th, another meeting of the US Federal Reserve (the Fed) came and went with the Fed holding US Federal Funds Rates (Fed Rates) steady, as they have since their last increase in July 2023 1 . While the decision to hold rates steady is the

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May 29, 2024

Graduated Charitable Lead Annuity Trust (GCLAT)

What is a CLAT? A Charitable Lead Annuity Trust (CLAT) is a split-interest trust that is designed to pay a fixed and determinable benefit to a charitable organization for either a specific number of years or for the life of the donor. What is a

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