Family Office
High-end insurance firm ups focus on settlements

Schechter hires Bradley Feldman to lead life-insurance settlement business. Birmingham, Mich.-based Schechter Wealth Strategies has named Bradley Feldman to lead the firm's life-insurance settlement services.
Life-insurance settlement has to do with selling policies to institutional investors.
Inside and out
"Brad brings to our firm leading-edge expertise and experience educating professionals, business owners and individuals about the innovative life-insurance settlement marketplace," says senior managing director Marc Schechter. "His extensive knowledge and efficient processes in this area ensure that clients fully understand their options ultimately leading to clients receiving the maximum offers for their existing life insurance policies as part of an overall life insurance portfolio management approach."
Feldman, formerly a real-estate and corporate-litigation attorney with Bloomfield Hills, Mich.-based law firm Jackier Gould, will lead Schechter Wealth's life-insurance settlement business and work to help the industry as a whole focus on document standardization, transaction transparency, and full compensation disclosure.
Schechter Wealth, part of the National Financial Partners network, helps well-to-do families preserve, grow and transfer intergenerational wealth. It also analyzes and manages life-insurance portfolios. -FWR
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