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 pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.   

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