.40/0/xx/ 111611116.
Our clients don't NEED
memos
Barris
a/7i
Share
Life Insurance.
They WANT it
MOST OF OUR CLIENTS DON'T NEED LIFE INSURANCE TO ENSURE THEIR HEIRS MAINTAIN A
COMFORTABLE LIFESTYLE. And many are liquid enough to pay estate taxes. Yet they continue to invest in
distinct life insurance-based strategies designed by our firm. Since 1939 Schechter Wealth Strategies has been
Kass
Several members of the firm of
Barris Sott Denn & Driker PLLC in
Detroit have been named in the
2010 edition of Best Lawyers in
America. Among them are William
G. Barris of Bloomfield Hills, real
estate practice; Eugene Driker of
Detroit, founding member, commer-
cial litigation; Daniel M. Share of
Birmingham, real estate, business
transactions, corporate law and
commercial litigation; Robert E.
Kass of Huntington Woods, estate
and tax planning.
quietly \,vorking ‘!ith families and their advisors to help grow wealth using life insurance in sophisticated and
uncommon ways.
CPA, JD, LLM, MBA, CLU ChFC: We believe the more educated we are, the better \ve are. While our attorneys
and CPAs don't draft legal documents or prepare tax returns, their experience helps us design custom solutions
for our clients to positively impact family wealth. Our multi-disciplined team applies their skills solely to designing
plans to help: Increase Cash Yields from Existing Bond Portfolios, Transfer ■ Alealth to Reduce Gift and Estate
Tax. Leverage Philanthropic Gifts, and Reduce Costs of Existing Life Insurance Portfolio.
Call today, Challenge our experts to save you money on your existing life insurance portfolio.
Or have your advisor call us to get started. 248-731-9500. Isn't it worth a no-cost second opinion?
SCHECHTER I
WEALTH STRATEGIES I
UNCOMMON SOLUTIONS
to Preserve, Leverage & Transfer
251 Pierce. Birmingham. MI 248.731.9500 www.schechterviealth.com
Sallen
Several attor-
neys from the
firm of Maddin,
Hauser, Wartell,
Roth & Heller
PC in Southfield
have been
Jacobs
included in The
Best Lawyers
in America 2010. Among them are
Steven D. Sallen of Orchard Lake,
shareholder and executive man-
agement committee member, real
estate law; Charles M. Lax of West
Bloomfield, shareholder, employee
benefits law; John E. Jacobs of
Huntington Woods, shareholder,
real estate law.
MEMOS on page 44
t
Paul M. Snider Bradley K. Feldman, JD Annette M. Marschall* Christopher J. Hale*
Marc R. Schechter Robert V. Schechter,** MBA, CLU, ChFC Jason R. Zimmerman:' MBA, CLU
Robert F. Boesiger, CPA, JD, LLM liana K. Liss Robert M. Heinrich, JD
*Securities and **Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Schechter
Wealth Strategies is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. I NFP Securities, Inc.,
National Financial Partners, Corp., Schechter Wealth Strategies, and Registered Persons in their capacity as Registered Individuals with NFPSI do not provide legal or tax advice. Clients
must consult with their own legal and tax advisors. NFP Securities, Inc., National Financial Partners, Corp., and Schechter Wealth Strategies are not Certified Public Accounting (CPA)
firms. I Registered Persons may be properly licensed as Certified Public Accountants (CPAs) to practice such activities outside of their capacity as Registered Persons.
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December 10 2009
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