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.

Mike 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.

  • 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.

 

 
                 
                 



The Weinberg Group Inc.
5200 S. Ulster St., #1125, Greenwood Village, CO 80111
Phone: 303.692.9599 — Fax: 720.489.9001
mweinberg@theweinberggroup.com

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.