Life Settlement Advice and Placement

We assist clients and advisers in navigating the complex life settlement market. If a client is considering the sale of a policy, we help determine whether the client is economically better off retaining the policy until the insured’s death or selling it now. If the decision is to sell, we place the policy with the life settlement provider making the best offer to the client.

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.

  • 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 life settlement transaction.

 

 
                 
                 


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.