Client: The Weinberg Group, Inc., a provider of life insurance funding, life settlement placement, and consulting and expert witness services to professional advisers and their clients (2001-Present).
Engagement: Consult as “Senior Consultant.”
Deliverables: We create and develop marketing, sales, operational, and administrative systems and associated forms, templates, and procedures, and continue to consult on a variety of technical projects.
Staffing: One (1) Senior Consultant.
Results: Continued growth and excellence for more than 15 years.