Opis Insurance Services, Inc. ®

 

Opis Insurance Services, Inc.® offers clients a broad range of planning services including:

  • Estate Planning
  • Trust Coordination
  • Asset Protection Planning
  • Charitable Planning
  • Business Continuity and Buy/Sell Planning
  • Key-Person Benefit Planning

Opis Insurance Services, Inc.®, California insurance license number 0B60885, provides insurance services including the following:

  • Individual life insurance including:
    • Term life
    • Universal life
    • Whole life
    • Survivorship life
  • Individual Disability Insurance
  • Long-term care insurance
  • Annuities

Opis Insurance Services, Inc.® is independent and not tied to any single insurance company. Our process seeks to obtain the insurance our clients need using a proprietary competitive bidding approach with focus on protecting our client’s privacy.

All planning and insurance services contemplate coordination with our client’s existing legal and tax counsel. If interested in any of these services, please click here.

            

©2017 Opis Companies®. All rights reserved.