Our clients don't NEED
Life Insurance.
ness and still honor your faith."
Zwick makes it work, and per-
sonally and professionally, he is
enjoying success and the fruits
of his labor. And, thanks to the
company's investigative efforts,
many others are as well. I ll
They WANT it.
Glenn Oswald is a vice president of
Marx Layne & Co., a Farmington Hills
marketing and public relations firm.
For more information on
Assets International, visit
www.assets-international.com
or call toll-free (877) 327-
4199.
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
quietly ivorking with families and their advisors to help grow wealth using life insurance in sophisticated and
uncommon ways.
Thwart Identity Theft
A panel of experts will discuss
"Identity Theft: Prevention,
Prosecution, Repair" at 2 p.m.
Sunday, Dec. 27, at the Jewish
Community Center in Oak Park.
Ron Savage, FOX 2 News
anchor-reporter, will moderate the
panel, which includes Sgt. Patrick
Young, Michigan State Police;
Shaindle Braunstein, director,
Hermelin ORT Resource Center
in West Bl000mfield; Steven
Kaplan, Macomb County assistant
prosecuting attorney; and Kathy
Sparkman of Identity Theft Shield
& Service Associates.
Sponsoring the program is the
BBI Center for Senior Services,
B'nai B'rith Great Lakes Region,
Bloch-Israel unit, the Oak Park JCC
and Credit Union One. There is no
charge. For information contact
B'nai B'rith, (248) 646-3100.
Heschel Remembered
A series of DVD
programs will
honor the memory
of Rabbi Abraham
Joshua Heschel, the
Jewish theologian,
peace and social
justice activist and
A
champion of inter- Rabbi Heschel
faith dialogue.
The series begins 1 p.m.
Wednesday, Dec. 23, at Congregation
Beth Ahm, 5075 W. Maple, West
Bloomfield. It continues at the same
time on Dec. 30 and Jan. 6.
Beth Ahm will reprise the series
back-to-back 10:15 a.m. Sunday,
Jan. 3. The programs are free and
walk-ins are welcome. For informa-
ton, contact Nancy Kaplan: (248)
737-1931, nancyellen879@att.net .
CPA, JD, LLM, MBA, CLU ChFC: We believe the more educated we are, the better we are. While our attorneys
and CPAs don't draft legal documents or prepare tax returns, their experience helps us design custom solutions
for out 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 Wealth 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
WEALTH STRATEGIES
UNCOMMON SOLUTIONS
to Preserve, Leverage & Transfer
251 Pierce. Birmingham. MI ' 248.731.9500 www.schechterwealth.com
■■ •
Paul M. Snider 1 Bradley K. Feldman, JD Annette M. Marschall* Christopher J. Hale*
Marc R. Schechter Robert V. Schechter,** MBA, CLU, ChFC 1 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)
1540780
firms. I Registered Persons may be properly licensed as Certified Public Accountants (CPAs) to practice such activities outside of their capacity as Registered Persons.
December 17 2009
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