Bruce Weinstein Email and Phone Number
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Bruce Weinstein personal email
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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.
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Insurance Planning Associates, Ipa 18 LlcNew York, Ny, Us -
PartnerInsurance Planning Associates, Ipa 18 Llc Mar 2023 - PresentIPA18 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
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PrincipalInsurance Planning Associates, Ipa 18 Llc Jan 1992 - Mar 2023Principal 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 our clientele. An example might be providing a smoker with NON SMOKER LIFE Insurance rates through one of our programs. Another example might take a HIGH NET WORTH client and showing them how to use financing versus cash flow to fund a prohibitively expensive Life Contract...In the Corporate space we've focused on the Executive Benefits for Owners and their Key Personnel. Areas of our practice include:1. Executive Recruitment2. Key Man Retention3. Owner or Senior Partner Transition or Buy Out Strategies.4. Non-Qualified Deferred Compensation5. Stock Option Conversion for Public Companies6. Benefit FinancingWe position clients in the most efficient plans available. We welcome your inquiries!
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PrincipalGenesis Asset Advisors, Llc Jan 2006 - May 2010Skokie, Illinois, UsAssisted individuals and institutions in selling insurance policies in the secondary market for life settlements. -
PrincipalCapital Creation Group Llc Jan 2006 - Dec 2008We 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
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AssociateFirst Financial Resources 1989 - 1992FFR worked with high net worth clients regarding insurance, planning, estate, insurance, succession, and accumulation planning.
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AssociateFbr Group 1986 - 1989Working with CPA's, Attorneys and their High Net Worth Clients
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Agent / Field RepPfr Agency 1984 - 1986New York , Ny, UsI had to start somewhere!
Bruce Weinstein Skills
Frequently Asked Questions about Bruce Weinstein
What company does Bruce Weinstein work for?
Bruce Weinstein works for Insurance Planning Associates, Ipa 18 Llc
What is Bruce Weinstein's role at the current company?
Bruce Weinstein's current role is Principal @ IPA INC. | NAHU Certified Self Funding ProfessionalProviding Platinum Level Benefits at Bronze Pricing.
What is Bruce Weinstein's email address?
Bruce Weinstein's email address is br****@****pa1.com
What is Bruce Weinstein's direct phone number?
Bruce Weinstein's direct phone number is +151631*****
What are some of Bruce Weinstein's interests?
Bruce Weinstein has interest in Family, Networking, My Who Tribute Band, Skiing, Economic Empowerment, Enterprising, Science And Technology, Business, Racing, Golf.
What skills is Bruce Weinstein known for?
Bruce Weinstein has skills like Insurance, Life Insurance, Employee Benefits, Non Qualified Deferred Compensation, Executive Benefit Strategies, Nqdc, 409a, Retirement Planning, Executive Pay, Executive Compensation Planning, Strategy, Retirement.
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