Yudi Rosenzweig


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of financial products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement, social security, college, or whether you’re simply looking for life insurance protection, I promise you a new level of attention, insight, and capability.


    Yudi Rosenzweig has been in the insurance business since 1996. He enthusiastically assists his clients in choosing effective insurance and investment products to help fit their financial obligations, and protect their families in a time of need. Yudi specializes in the following areas:

    Individuals and Families

    Life Insurance
    College Planning Coverdell/529 Plans
    Disability Income Protection
    Long Term Care Insurance
    Brokerage Account

    Retirement Programs and Social Security Planning

    Wealth Accumulation Strategies
    IRA Roth, Traditional, SEP & SIMPLE
    Fixed and Variable Annuities
    403b Plan
    401(k) Plan

    Business Continuation

    Buy Sell Strategies
    Key Person Insurance
    Family Business Strategies

    Executive Fringe Benefits

    Split-Dollar Insurance Funding
    Deferred Compensation Programs
    Supplemental Retirement Plans
    Executive Bonus Planning
    Salary Continuation Plans
    Payroll Deduction Plans

    Yudi is a proud father of two sons and is married to the woman of his dreams. Yudi lost his mother at an early age and as a result has always been concerned about his father’s wellbeing especially when he entered into the mature marketplace. Educating seniors about maximizing their social security benefits has always been his passion and he is not shy about it. Yudi believes that 60 is the new 50 but the government does not subscribe to that philosophy. He believes that everyone should know their options to properly prepare for the future.

    Education

    Wayne State University

    Hobbies

    Family
    Travel

    Affiliations & Memberships

    National Association of Insurance and Financial Advisors (NAIFA)

    See Yudi’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Yudi

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    MassMutual Michigan Metro

    Main Office

    33533 West 12 Mile Road Suite 100
    Farmington Hills, MI 48331

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    CRN202107-251172