CAIS Launches Insurance Solutions in Partnership with Schechter

Press Release

August 15, 2019

CAIS Platform Expands Products and Solutions for Independent Wealth Management

CAIS , the leading financial technology platform connecting financial advisors with alternative investments, announced today the launch of CAIS Insurance Solutions, in partnership with Schechter¹ one of the nation’s leading independent insurance advisory firms.

Insurance products have evolved into sophisticated financial tools that offer a myriad of tax-advantaged opportunities for high net worth investors. For over 80 years, Schechter has specialized in helping financial advisors evaluate and implement insurance strategies.

“Insurance strategies are a critical component when offering holistic financial advice,” said CAIS Founder and CEO Matt Brown. “Insurance can be complex, and most advisors seek a specialist. Schechter’s track record of servicing advisors is unmatched,” Brown continued.

Advisors will have access to:

Education and advice on actionable insurance strategies
End to end analysis & research, underwriting, support, and policy administration
Customized implementation meeting your client’s needs
Menu of 20+ A or A+ S&P rated insurance carriers
Streamlined workflow
Commission-based and fee-based insurance offerings available

“For decades, our team has helped advisors achieve their clients’ unique financial objectives through an entirely customizable approach. We’re excited to bring our advanced insurance capabilities to the CAIS Platform and its network of advisors,” said Schechter Senior Managing Director Marc Schechter.

Schechter goes beyond traditional life insurance offerings. Their team includes JDs, LLMs, and CPAs, among other professional designations. Working with tax, business succession, and wealth transfer challenges of high net worth families, Schechter brings great value to clients and investment professionals alike. Schechter conducts in-depth market research and leverages anomaly-based strategies to create highly optimized solutions and product designs, which can potentially add significant value to clients’ financial lives.

“Insurance is often underutilized by advisors. It can play a valuable role when designed properly to protect, grow, and transfer wealth,” said Matt Brown. “We are fully committed to helping independent financial advisors differentiate their solutions to improve their clients’ outcomes.”

With the addition of insurance solutions, CAIS continues to level the playing field by providing independent financial advisors with streamlined access to a variety of in-demand alternative products.

About Schechter

Schechter is a boutique, third-generation financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. For more information about Schechter, visit www.schechterwealth.com

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.