Managing Member
President, Schwartz Benefit Services, Inc.
phone: 312.683.7152
email: hsharfman@schwartzbrothers.com
Howard E. Sharfman, President of Schwartz Benefit Services, Inc. manages one of the nation's premier insurance and benefit consulting firms. Howard's practice concentrates on effective wealth transfer strategies for his high net worth clientele. He also consults to both large and small companies in the area of business succession planning and employee and executive benefit programs.
Howard's strategies for Wealth Transfer, including the "ZERO ESTATE TAX PLAN" have been implemented by many of the nations leading families.
Howard understands the importance that benefits play in the attraction and retention of quality employees. By creating innovative solutions he has been successful in helping businesses enhance their benefit programs.
Known throughout the insurance industry as an estate tax and executive benefits authority, Howard is a frequent lecturer to a variety of industry groups as well as a contributor to numerous publications. He has spoken to and consulted with many major Accounting and Law firms, executives at insurance companies and insurance producer groups both nationally and internationally. Recently he spoke at The Heart of American Tax Conference, AALU Estate Tax Teleconference, MDRT, The International Forum and the NPF/Partners Annual meeting.
Howard has a Bachelor of Arts Degree from Babson College where he majored in accounting and entrepreneurial studies.