What We Do

At The Koptis Organization, we view insurance acquisition as the beginning of a working relationship, not as a single commodity purchase. We are not oriented to one-time transactions; we are focused on becoming long-term insurance advisors to our clients. We seek to earn our client’s trust by providing cost-effective solutions that are uniquely tailored to meet our client’s needs. We value collaboration and innovation at our Firm; we happily work with attorneys, CPAs, family offices, and other advisors to develop strategies that address specific planning objectives. Our focused experience and in-depth industry knowledge allow us to provide unparalleled design strategies and implementation solutions for the unique needs of corporations, their top executives, and private affluent individuals.

Our longstanding relationships with clients and high client retention attest to our ability to deliver solutions in a timely and efficient manner. We work in harmony with your established advisors, attorneys, bankers, accountants, and other financial consultants.