Michael Weintraub

Michael specializes in providing tax savings for individuals and businesses by using tax-qualified retirement plans.  He has broad experience in qualified and non-qualified retirement plan design, sales, and administration so he helps companies establish plans to help employees, owners and key employees save for retirement while saving income tax.

In 1973 Mike founded Contemporary Pensions, Inc. (CPI), a third-party administration firm.  CPI was acquired by Portal Insurance Agency and after a short time Portal was acquired by Ascension Insurance Solutions.  Michael’s position was President of their retirement plans division.  Ascension was re-branded as Relation Insurance Solutions in 2018 and his role continued as President of the retirement plans division with responsibilities for managing the Third-Party Administration (TPA) and the marketing and sales operations of the division.  The company had approximately 450 employees.

In February 2019, Michael left Relation to co-found, with Jennie Hunsberger, Next Step Retirement & Insurance Services LLC.  While no longer offering TPA services, the firm provides a consultative approach to companies and organizations of all sizes for retirement plan related services and products.

Mike is a former member of the Board of Directors of the Association for Advanced Life Underwriting, AALU. He is a life and qualifying member of the international Million Dollar Round Table, MDRT, where he has chaired committees for many of its annual meetings and given speeches at 4 of them. Mike is also a member of the prestigious Top of the Table, TOT, and past Chairman of its Advisory Board. He spoke at 7 TOT meetings. He is also Past Chair and current treasurer of the Board of Directors of LIFE Happens, a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products.

Mike is past president of the Leading Life Producers of Northern California, East Bay Chapter of the Society of Financial Professionals, and the Estate Planning Council of the East Bay. He speaks often at meetings of accounting, insurance, legal, and service associations. He is President of and member of the board of directors of the Northern California Institute for Bone Health, Past President of the MDRT Foundation, and is listed in “Who’s Who in California”. Mike lives in Alamo, California with his wife Paula.

To schedule an interview with Mike, please contact a member of Life Happens’ media team.