- Our Partners
Our highly experienced team specializes in working with Insurance Professionals, Investment Advisors, Family Offices, Estate Planning Attorneys, Trust Departments, CPA’s in providing “plus and play” access to our fund services platform for managing investments within Private Placement Life Insurance and Annuity contracts.
Beyond assisting with specific client needs, Copperstone Partners also serves as a resource and educational platform to keep this network up to speed on the various life insurance related structures and changes in the industry. If we don’t have the necessary information to solve your client’s problems, our strategic network will and we will instantly connect you to the world’s leading specialists in legal, insurance and tax arenas.
- Benefits of becoming part of the Copperstone Partners Alliance:
- Access to decades of experience in complex “Private Placement Life Insurance” structuring
- Access to all the major PPLI carriers both domestic and foreign for competitive pricing for your clients
- Access to the Copperstone Multi-Series Insurance Dedicated Fund which is approved on multiple carriers (both onshore and offshore)
- In depth policy review and audits for existing clients at no charge to fulfill the fiduciary responsibility for the good of the client
- Constant continuing education on changes to the PPLI, tax, estate planning and insurance space
- Instant connection and collaboration to the other members of our network which includes elite legal, insurance and tax specialists
If you would like be part of our Strategic Network, please contact us