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Bruce Weinstein Email & Phone Number
Principal @ IPA INC. | NAHU Certified Self Funding ProfessionalProviding Platinum Level Benefits at Bronze Pricing
at
Insurance Planning Associates, IPA 18 LLC
1 work email found
@ipa18.com
5 phones found area 516 and 631
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Principal @ IPA INC. | NAHU Certified Self Funding ProfessionalProviding Platinum Level Benefits at Bronze Pricing
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Bruce Weinstein? Overview
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Quick answer
Bruce Weinstein is listed as Principal @ IPA INC. | NAHU Certified Self Funding ProfessionalProviding Platinum Level Benefits at Bronze Pricing at Insurance Planning Associates, IPA 18 LLC, a company with 3 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ipa18.com, phone signal with area code 516, 631, and a matched LinkedIn profile for Bruce Weinstein.
Bruce Weinstein previously worked as Partner at Insurance Planning Associates, Ipa 18 Llc and Principal at Insurance Planning Associates, Ipa 18 Llc.
Company email context
Email format at Insurance Planning Associates, IPA 18 LLC
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{first}@ipa18.com
89% confidence
AeroLeads found 1 current-domain work email signal for Bruce Weinstein. Compare company email patterns before reaching out.
Profile bio
About Bruce Weinstein
Welcome to our business! We are here to simplify the complex world of employee benefits for you. Our dedicated team specializes in providing resources that focus on three key areas: family, health, and money. We genuinely care about helping you navigate the insurance landscape and finding the best solutions for your needs.Whether you're a corporate client or an individual looking for insurance options, we are excited to share concepts, solutions, and opportunities with you. Our expertise covers a wide range of areas, including executive benefits, corporate benefits, life insurance underwriting, premium financing, estate compression programs, and corporate self-insured plans.What sets us apart is our disruptive approach to employee benefits. We believe in improving the overall experience for employees while helping businesses reduce their spending by 15% to 25%. We strive to make the process as seamless and enjoyable as possible, ensuring that you have all the information you need to make informed decisions.If you have any questions or would like more information, please don't hesitate to reach out to us. We are here to assist you every step of the way.
Listed skills include Insurance, Life Insurance, Employee Benefits, Non Qualified Deferred Compensation, and 36 others.
Current workplace
Bruce Weinstein's current company
Company context helps verify the profile and gives searchers a useful next step.
Insurance Planning Associates, Ipa 18 Llc
8 roles · 42 years
Bruce Weinstein work experience
A career timeline built from the work history available for this profile.
Partner
CurrentIPA18 LLC / Insurance Planning Associates is a Founding Partner Firm of RTA - Risk Transfer Advisory Group.We Deliver what matters most through Authentic Connections and Relentless Accountability.What Makes Us Different...S - Servants HeartT - TrustA - AccountabilityC - CuriosityK - Kaizen
Mar 2023 - Present
Principal
Principal and FounderWe work with Companies and Individuals navigating the complexities of the insurance world...From helping a company to Recruit their next CEO to assisting a staff member in a claim issue with the employee benefit plan.By staying completely independent we've found unique opportunities from different insurance carriers that truly benefit.
Jan 1992 - Mar 2023
Principal
Assisted individuals and institutions in selling insurance policies in the secondary market for life settlements.
Jan 2006 - May 2010
Principal
Capital Creation Group Llc
We help the hard to insure, older, wealthier client...Through creative premium financing and life settlement strategies our clients enjoy maximum coverage with minimal cost. We provide seminars throughout America on this subject matter and work with numerous advisors’ to assist their clients achieve outcomes of excellence
Jan 2006 - Dec 2008
Associate
First Financial Resources
FFR worked with high net worth clients regarding insurance, planning, estate, insurance, succession, and accumulation planning.
1989 - 1992
~3 yrs
Associate
Fbr Group
Working with CPA's, Attorneys and their High Net Worth Clients
1986 - 1989
~3 yrs
1984 - 1986
~2 yrs
FAQ
Frequently asked questions about Bruce Weinstein
Quick answers generated from the profile data available on this page.
What company does Bruce Weinstein work for?
Bruce Weinstein works for Insurance Planning Associates, IPA 18 LLC.
What is Bruce Weinstein's role at Insurance Planning Associates, IPA 18 LLC?
Bruce Weinstein is listed as Principal @ IPA INC. | NAHU Certified Self Funding ProfessionalProviding Platinum Level Benefits at Bronze Pricing at Insurance Planning Associates, IPA 18 LLC.
What is Bruce Weinstein's email address?
AeroLeads has found 1 work email signal at @ipa18.com for Bruce Weinstein at Insurance Planning Associates, IPA 18 LLC.
What is Bruce Weinstein's phone number?
AeroLeads has found 5 phone signal(s) with area code 516, 631 for Bruce Weinstein at Insurance Planning Associates, IPA 18 LLC.
Where is Bruce Weinstein based?
Bruce Weinstein is based in New York City Metropolitan Area, United States, United States while working with Insurance Planning Associates, IPA 18 LLC.
What companies has Bruce Weinstein worked for?
Bruce Weinstein has worked for Insurance Planning Associates, Ipa 18 Llc, Genesis Asset Advisors, Llc, Capital Creation Group Llc, First Financial Resources, and Fbr Group.
How can I contact Bruce Weinstein?
You can use AeroLeads to view verified contact signals for Bruce Weinstein at Insurance Planning Associates, IPA 18 LLC, including work email, phone, and LinkedIn data when available.
What skills is Bruce Weinstein known for?
Bruce Weinstein is listed with skills including Insurance, Life Insurance, Employee Benefits, Non Qualified Deferred Compensation, Executive Benefit Strategies, Nqdc, 409A, and Retirement Planning.
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