Insurance
OPTIMIZED INSURANCE PLANNING
Optimized Insurance Planning (OIP) is a national network of experienced insurance planners dedicated to supporting the financial services industry. We understand and embrace a holistic financial planning process by approaching risk management solutions to include annuities, life and long-term care insurance.
The OIP Planning Approach
The OIP planning approach is rooted in assisting Advisors with optimizing the five segments of financial planning to ultimately develop a holistic comprehensive financial plan. We seek to act as an extension of the Insurance and Financial Professionals practice in executing our client’s goals and objectives. We provide resources and solutions to make it easier for Advisors to enhance the client experience. Throughout our approach, we aim to be the trusted partner within a community of like-minded professionals and to enhance the lives of the clients they serve.
COSTELLO & SONS INSURANCE
Costello & Sons Insurance (CSI) is a third generation brokerage with offices throughout California. CSI is a niche broker that specializes in two areas: Personal Lines for Affluent Individuals/Families and Commercial Lines for Technology Companies and Venture Capital/Private Equity. Our Private Client Division focuses on asset and income protection through a combination of risk management and insurance solutions. We pride ourselves on the ability to tailor coverage and mitigate the unique exposures of a high net worth individual or family.
SOLOMON & SOLOMON INSURANCE BROKERS, INC.
Our unique consultative approach is what sets us apart from most insurance brokers. By working in partnership with our clients, we are able to provide them with solutions that consistently deliver reduced insurance costs while protecting their assets and income.
COOPER MCMANUS AND CAMBRIDGE INVESTMENT RESEARCH IS NOT AFFILIATED WITH ANY ENTITY LISTED ABOVE.