Mike Weintraub
NextStep Retirement & Insurance Services LLC is an Innovative Company Providing Retirement & Insurance Advice
- Role
- President of Retirement Division at Relation Insurance Services
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Mike Weintraub
With broad experience in qualified and non-qualified retirement plan design, sales, and…
Experience
President of Retirement Division
Jan 2018 — Present
Note: This was not a career or change in company. Ascension merely changed its name to Relation-same management, location, culture, philosophy, etc. Just a name change.
Education
University of Illinois at Chicago
Business Administration and Management, General
Skills
- Health Savings Accounts
- Employee Benefits
- Long-Term Care
- Financial Planning
- Retirement Plan Consulting
- Wealth
- Investments
- Defined Benefit
- Disability Insurance
- Pensions
- Erisa
- Series 6
- Insurance
- Retirement
- Strategic Financial Planning
- Health Insurance
- Pension Funds
- Iras
- 403 B
- Financial Advisory
- Multi-Generational Wealth Transfer
- Roth Ira
- Profit Sharing
- Qualified Retirement Plans
- 401k
- Wealth Accumulation
- Life Insurance
- Retirement Planning
- Wealth Management
- Fixed Annuities
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