Project Brief

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.


Technical Documents

More Deliverables

Technical Analysis



Skills Needed

As a percent of the total.

Marketing 25%
Sales 15%
Operations 50%
Administration 10%

A Multitude of Technical Skills

leads to outside-the-box solutions.

The Details of Technical Writing

promotes continued growth.