Copper Canyon Insurance Services

Unbiased Advice

Providing our clients with independent and unbiased insurance advice starts with access to a wide array of carriers and products. Our comprehensive group of carriers and products provides us with the ability to analyze your needs and objectively choose the most appropriate product and carrier for each situation. Our product solutions include:

  • Term life

  • Whole life

  • Universal life

  • Second-to-die

  • Variable universal life

  • Disability income

  • Health - individual and group

  • Insurance strategies for business owners

  • Long-term care solutions

  • Structured Settlements

  • Administrative agent for individual trustees

  • Trust settlement

Ongoing due diligence of our portfolio of nationally known and highly-rated carriers ensures we have access to the high-quality products our clients need.

Sophisticated Solutions

We understand our high-net-worth clients require sophisticated solutions. Our scale and depth of carrier relationships provide access to the industry’s top underwriters, advanced case designers and attorneys.

To help leverage our many resources, we have access to a concierge team of experts—our Premier Case Services Team. This team evaluates our large cases up-front for potential medical, financial and capacity issues, and then, applies the resources needed to successfully place our client’s policy.

For cases with large face amounts or situations where the client’s health is impaired, we can secure tentative offers from multiple carriers without shrinking the reinsurer’s pool. Our process also maintains our client’s privacy by not reporting health issues on the MIB for tentative offers.

Informational Client Brochures

__________________________________________________________________________

LPL Financial and Copper Canyon Wealth Management are independent entities.  Securities, Financial Planning and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  http://lplfinancial.lpl.com  Life, Health, Disability and Long-Term Care insurance products offered through LPL Insurance Associates, Inc.