19.03.2008 16:10:00

Schechter Wealth Strategies Announces Annette Marschall as Client Service Manager

BIRMINGHAM, Mich., March 19 /PRNewswire/ -- Robert Schechter, Chairman, Schechter Wealth Strategies, of Birmingham, Michigan, has announced that Annette Marschall has been named Client Service Manager, Schechter Wealth Strategies.

Marschall brings extensive experience in life insurance client service and new business relationships. She will manage Schechter's talented client service team, overseeing policy inquiries from clients. Her responsibilities will include support of the Solution Design Team by creating, preparing and reviewing life insurance policy service materials. In addition, her knowledge and support to the Underwriting Team will allow her to transfer new business into policy service. Most recently, Marschall was a Life Insurance Analyst at Plante & Moran in Southfield, Michigan.

Marc Schechter, Senior Managing Director said, "Marschall's direct handling of advanced service with sales staff and clients is an asset for all parties. Her focus will ensure that our clients continue to have the outstanding service they have come to expect."

Founded in 1939 and headquartered in Birmingham, Michigan, the team of J.Ds, LL.Ms, CPAs, MBAs, CLUs, and ChFCs at Schechter Wealth Strategies, has been quietly providing families and their advisors uncommon solutions to preserving, leveraging and transferring billions of dollars of wealth as well as the management, analysis and servicing of life insurance portfolios.

Schechter Wealth Strategies is an NFP company. National Financial Partners is a leading independent financial services firm focused on high net worth individuals and growing entrepreneurial companies. NFP operates a national network consisting of more than 175 owned and 320 member firms and is one of the largest distributors of insurance products of the country's premier insurance companies. The relationship provides our clients with distinct advantages in the marketplace because NFP is able to negotiate with the insurance companies to obtain the highest levels of attention and service. At the same time, our independence allows us to find the most effective solution for our clients.

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