Business Insurance Overview

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For every organization, insurance can be an expensive and perplexing line item. The fact is, most companies are overpaying for at least one line of insurance. More often than not, companies are using the same broker for multiple lines of insurance, creating an uncompetitive scenario. Companies should itemize each type of insurance and find the most cost effective solutions. For example, during a coverage review, you may find that you have the best health insurance plan however you are overpaying for your Directors and Officers coverage. Copperstone Partners is aligned with some of the nations largest health, property and casualty, and voluntary benefits brokers. We pride ourselves in being a quarterback for a comprehensive review and analysis to help you save money or receive greater coverage. Below are the areas of specialty for which we can provide a coverage/savings review:

• Executive Benefits
• Disability Insurance
• Life Insurance (key man, buy sell or personal)
• Long Term Care Insurance
• Personal Planning for Executives
• Executive Retirement Plans and Funding Strategies

• Employee Benefits
• Health and Welfare Plans
• Life and Disability Plans

• Voluntary Benefits
• Short and Long Term Disability
• Life Insurance
• Critical Illness Insurance
• Accident Insurance