Life Insurance Consulting and Expert Witness Services
Our practice includes life insurance consulting
services for professional advisers and their clients. These services
are performed on a fee-basis and include both plan design modification
and restructuring, and expert witness support.
Weinberg received his Juris Doctorate from the Harvard Law School.
He is both a former co-chair of the Insurance Committee of the
Real Property, Probate and Trust Law Section of the American Bar
Association and the editor emeritus of The Insurance Counselor
primer series published by that Section. Mike is also a noted
author and lecturer.
problems of tax-detrimental policy ownerships, beneficiaries,
and premium payers, including Irrevocable Life Insurance Trusts
and revise split-dollar
plans to comply with recent IRS rules and regulations.
existing policies to perform more safely and effectively.
second opinions on proposed insurance purchases.
expert witness evaluation, preparation, and testimony in market
conduct and other insurance controversies, including tax disputes.
Weinberg Group Inc.
5200 S. Ulster St., #1125, Greenwood Village, CO 80111
Phone: 303.692.9599 Fax: 720.489.9001
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.