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Avoiding the Rising-Rate Wrecking Ball
(Main Content/blog)
... But because non-agency RMBS are not held as widely in bank and insurance portfolios, demand for them is lighter than when they were originally issued. That creates an opportunity to buy these securities ...
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Dodging the Estate-Tax Bullet
(Main Content/blog)
... folks scrambled for ways to shield their money. Strategies included maximizing their annual gift exemptions and setting up irrevocable life insurance trusts. It turns out that few families had reason ...
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Health Care Reform - The Next Three Years
(Main Content/blog)
A look at the changes coming in 2012, 2013 & 2014. Companies sponsoring group health plans should be aware of the changes coming to the health insurance industry as part of the “second stage” of health ...
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Personal Insurance Policies
(Main Content/widow steps)
These identify insurance companies that we will need to file a claim with. Most insurance companies have their own documents for us to fill out, and they require time to process. ...
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Life Insurance Policies
(Main Content/widow steps)
If the deceased had a life insurance policy, we will help you file it. By quickly filing the policy with the life insurance company that issued it, the money will get to the policy beneficiaries more promptly. ...
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Death Certificate
(Main Content/widow steps)
... is an important factor; it must be filled in on the certificate, or life insurance settlements and other processes could be delayed. ...
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Personal Insurance Policies
(Main Content/guidelines)
These identify insurance companies that we will need to file a claim with. Most insurance companies have their own documents for us to fill out and require time to process. They will require a death ...
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Life Insurance Policies
(Main Content/guidelines)
If the deceased had a life insurance policy, we will help you file it. By quickly filing the policy with the life insurance company that issued it, the money will get to the policy beneficiaries faster. ...
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Death Certificate
(Main Content/guidelines)
... factor and must be filled in or it will potentially delay several processes including life insurance settlements. ...
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Retirement Questionnaire
(Main Content/niche markets)
... from it and when? Is there a spousal benefit? • Are you comfortable investing in both stocks and bonds? • Do you have health insurance? • What is your monthly cost of living? ...
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Annuties
(Main Content/services)
... annuities are contracts between individuals and insurance companies. The individual makes a lump-sum payment or a series of payments, and in return, the insurance company provides regular, pension-like ...
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FAQ
(Main Content/resources)
... certain money market investments held in your account by Copeland Wealth Management are insured by the Federal Deposit Insurance Corporation. However, investors are not insured against potential securities ...
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Meet the Team
(Main Content/about)
... their best interests. Prior to founding Copeland Wealth Management, Rob spent five years leading First Federal Savings Bank’s successful effort to strengthen its investment, insurance and trust businesses. ...
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about
(Category)
In 2010, Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system. Banks, Brokerage Firms, and Insurance companies with whom he ...
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services
(Category)
... insurance, and investment related tax planning in order to improve our clients’ ability to achieve a better quality of life and reach their particular financial goals. ...