Birmingham-based Schechter, an independent investment advisory, private capital, and advanced design life insurance firm, announced the addition of Gregg A. Michael as managing director of intuitional partnerships.
With more than 30 years of experience, Michael brings a track record of market expansion working for life insurance companies including Symetra, Principal Financial Group, Lincoln Financial Group, and Aetna Life and Annuity. He will broaden the distribution of Schechter’s advanced life insurance design and premium finance capabilities to advisors of high-net-worth clients.
“Gregg’s vast knowledge of the industry and deep understanding of the insurance distribution landscape is the perfect marriage to Schechter’s unique service offering, which is specifically tailored to help advisors guide their clients through complex insurance-based investment and wealth transfer solutions,” says Marc Schechter, managing partner of Schechter.
In addition to Michael’s credentials of driving revenue across multiple wholesale channels, he has been actively involved in many industry organizations and associations throughout this career and has held leadership roles on multiple advisory, product, marketing, and distribution committees at each of the four insurance carriers for which he worked.
“Schechter’s advanced design life insurance capabilities offer an impressive range of highly customizable financial strategies and solutions to clients. What compelled me to join was the 80-year history of integrity, their creative, diverse, and multi-disciplined team of over 65 professionals, and most of all, the firm’s values and deep commitment to serving clients,” says Michael.
Michael graduated Villanova University with a degree in economics.
Schechter is a boutique, third-generation wealth advisory and financial services firm. It advises wealthy families and strategic partners on financial matters including institutional quality investment advisory services, private capital, alternative investments, advanced life insurance planning, and more.