5200 S. Ulster St., #1125, Greenwood Village, CO 80111
Phone: 303.692.9599 — Fax: 720.489.9001


The Weinberg Group and affiliated consultants offer life insurance funding, life settlement placement, and consulting and expert witness services to professional advisers and their clients. President, Michael D. Weinberg, JD, AEP®, is a lawyer (licensed, not practicing) with more than 40 years of experience who specializes in life insurance and estate and business planning. Please feel free to check the background of this professional on FINRA's BrokerCheck.

Designing and Funding Wealth Transfer Plans

  • Blend tax and estate planning law with innovative funding solutions.
  • Model sophisticated estate, business continuity, and wealth transfer plans, featuring our dynamic split-dollar life insurance techniques, including the "Side Fund Split-Dollar Solution™" and "Intergenerational Split-Dollar™" plans, and our "defective" grantor trust technique, The IDIOT Trust®.
  • Update you with the newest techniques and strategies used by your counterparts.
  • Provide clear diagrams and text to help your clients grasp complex concepts.

Life Settlement Advice and Placement

  • Advise clients and their advisers about the economic viability of retaining a life insurance policy or selling it in the life settlement market.
  • Place policies on behalf of clients in the life settlement market (where appropriate).
  • Obtain competitive offers for clients from life settlement providers by an independent formal written bid process.
  • Treat a life settlement as a "security" with the attendant higher standards and client protections afforded by the securities laws.
  • Provide full and complete disclosure of both offers made and compensation received in a life settlement transaction.

Life Insurance Consulting and Expert Witness Services

  • Solve problems of tax-detrimental policy ownerships, beneficiaries, and premium payers, including Irrevocable Life Insurance Trusts (ILITs).
  • Review and revise split-dollar plans to comply with recent IRS rules and regulations.
  • Restructure existing policies to perform more safely and effectively.
  • Furnish second opinions on proposed insurance purchases.
  • Provide expert witness evaluation, preparation, and testimony in market conduct and other insurance controversies, including tax disputes.


Copyright © 1996– by The Weinberg Group, Inc. All Rights Reserved.

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC.
130 Springside Drive, Suite 300, Akron, Ohio 44333-2431   1-800-765-5201.
The Weinberg Group, Inc. is a separate entity from ValMark Securities, Inc.

IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that this communication (including any attachments) is not intended as legal or tax advice or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.