ABOUT US

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Copperstone Partners is a leader in Estate and Business Insurance solutions. Our team specializes in working with Family Offices, Estate Planning Attorneys, and CPA’s in providing comprehensive policy audit services for their high net worth clientele. If we find an alternative is better suited, we provide access to 40 carriers, creative funding solutions and a thorough understanding of the most advanced insurance planning concepts.

We are entirely independent and remained unbiased in our selection of plans, products and carriers.

We are located in beautiful Del Mar, just north of San Diego however we are available to assist clients in every state.

OUR PHILOSOPHY

As a fiduciary for our clients, we will only recommend, sell or endorse products and structures that truly manage risk and are not designed to take advantage of any party (carrier, client or lender). Here are some of our core beliefs:

We do NOT engage in premium finance structures that are harmful/deceptive to the client or carrier. We have NEVER participated in a non-recourse loan structure.
We do NOT use or recommend variable (securities) products as they are heavy in fees.
We believe in using products that allow for flexibility.
We will package and negotiate each case directly with the underwriters to make sure the best possible underwriting offer is secure and the process is as smooth as possible.
We believe in going the extra mile (even if it involves flying to meet our clients to hand deliver a policy if needed).