Benjamin T. Weinberg, JD, MBA, MCSE

As Senior Vice President of The Weinberg Group, Inc., Benjamin Weinberg develops analytical and presentation materials for use in estate, business continuity, and wealth transfer planning. He is primarily responsible for programming The IDIOT Trust®, Split-Dollar, Switch-Dollar, and other advanced planning software developed by The Weinberg Group.

Mr. Weinberg previously served as Regional Director of Insurance and Regional Director of Financial Planning for Sagemark Consulting in Denver, affiliated with Lincoln Financial, where he managed a fee-based financial planning and advanced marketing unit for an affiliated group of forty financial planners. He developed a fee-based financial planning process, within which his unit analyzed financial spreadsheets, insurance illustrations, and presentation materials for use in retirement and wealth transfer planning.

Mr. Weinberg received a J.D. with an emphasis in taxation from the University of Colorado School of Law, where he was appointed a Rothgerber, Appel, Powers & Johnson Teaching Fellow and served as the Lexis/Nexis representative on campus. From the University of Colorado at Denver, Mr. Weinberg earned a B.A. in biology and an M.B.A. in finance and marketing, graduating first in his class.

Mr. Weinberg has been a speaker at continuing education workshops and insurance industry programs, including Lincoln Financial, M Financial, Pacific Life, and Security Life of Denver/ING. As co-presenter with The Weinberg Group’s President, Michael Weinberg, he has spoken at the AALU Annual Meeting, International Forum, Lincoln Financial, M Financial, New England Financial, Notre Dame Tax and Estate Planning Institute, Security Life of Denver/ING, and various other educational forums and marketing meetings. He also assisted Steve Leimberg and Mike Weinberg in developing "Life Settlement NumberCruncher™," a software program designed to help clients and their advisers determine the economic viability of retaining a policy or selling it in a life settlement.

The Weinberg Group Inc.
4025 South Oneida Street, Denver, Colorado 80237
Phone: 303.692.9599 — Fax: 303.753.9580
mweinberg@theweinberggroup.com