• 500 West Madison Street, Suite 2700
    Chicago, IL 60661
  • Phone: (312)-630-0800
  • Fax: (312)-630-0833
 
 
 

Managing Members



 

Howard E. Sharfman

Managing Member
President, Schwartz Benefit Services, Inc.

phone: 312.683.7152
email: hsharfman@schwartzbrothers.com
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Howard Sharfman, President of Schwartz Benefit Services, Inc. has been recognized as an innovative leader in the insurance business for over two decades.  He manages one of the premier and largest wealth transfer and planning firms in the country.  Mr. Sharfman’s personal practice is highly focused on servicing families with multi generational wealth, family offices and ultra high net worth advisors.  His firm has additional expertise in executive benefits, corporate benefits and general insurance and risk management. 

Mr. Sharfman’s ideas and concepts have been shared with peers and advisors around the country through many speeches, presentations and publications.  He has been a leading presenter for insurance industry conferences; AALU, MDRT TOT, and Forum 400.  In addition he has been a featured speaker at The Chicago Estate Planning Council, Heart of America Tax Conference and scores of other industry and estate planning council meetings. 

He has shown industry leadership by serving as the Treasurer, Program Planning Chair, Executive Committee member, and is currently President of the Forum 400. He currently chairs AALU’s Business Insurance and Estate Planning committee and serves as President of the MSG, a leading insurance based study group.  In addition, he has served on the advisory board of multiple insurance carriers that include MetLife, ING, John Hancock and Pacific Life.  He is, also, a member of the advisory board of PartnersFinancial, one of the largest insurance producer distribution channels in the industry.  Finally, he was asked to co-author the industry’s response to The Honorable Timothy F. Geithner, Secretary of the Treasury, regarding The Administration’s FY 2013 Estate and Gift Tax Proposals.

Mr. Sharfman and his team have had the honor and pleasure to serve some of the most financially influential families in the country as the professional insurance advisor in the placement of over $7 billion of, non-commercially financed, life insurance coverage in the last decade.

He has also developed professional strategic alliances with several major private banks, law firms and CPA firms.  This alliance focus and a belief that the insurance professional should be a trusted advisor on a professional advisory team, allows Schwartz Benefit Services, Inc. to serve clients in the best multi discipline approach possible.