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David Weinstein

David Weinstein

Director of Employee Benefits

My role as Director of Employee Benefits allows you to utilize my 33 years of experience as a senior employee benefits consultant. I provide clients comprehensive employee benefit packages which include medical, life, disability, dental, vision, critical illness, accident, hospital indemnity, Absence Management solutions, executive whole life, executive GSI disability plans along with secondary type benefits such as identity theft, prepaid legal and pet insurance options when there is a need1.

Service is the key motivator when working with group clients. Services provided complimentary specific to medical coverage include the following:

  • Dedicated account management team (assist with enrollments, terminations, salary updates, explanation of benefits, etc.)
  • Benefit management system
  • Required ERISA documents
  • HR Services
  • COBRA for groups of 30+ employees (groups under 30 receive assistance or referral to 3rd party partner)
  • Assistance for ACA reporting

I am passionate about client relationships to help ensure you are receiving the best benefits experience possible. The goal is to establish a mutually beneficial relationship based on trust, dependability, loyalty, communication, responsiveness while providing the confidence required to provide satisfaction.

The majority of my free time is spent with my wife Rosie, who I adore. We greatly enjoy the outdoors and take advantage of everything Arizona has to offer. Activities include swim, bike, run, hiking, camping and of course pickleball (I welcome the opportunity to play!!). Visiting all the National Parks is a goal along with all baseball stadiums!! I have three adult sons who are each physicians (always good to have a doctor nearby...just in case!!)

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation | 2024-169419 Exp. 02/26