Erik Copeland focuses on protection planning, wealth accumulation, supplemental income planning, and wealth transfer strategies for high income and high net worth clients. Working with Financial Advisors and wealth management teams, he develops strategies that are designed to be in harmony with overall financial, estate, and business succession goals to protect and preserve assets for the next generation.
Erik has more than 24 years of experience in the insurance industry. He has been the Insurance Specialist at Wells Fargo Advisors, Merrill Lynch and US Bancorp. His knowledge of advanced life insurance strategies allows him to work closely with clients and their financial teams, including attorneys and accountants, to execute the program best suited to meet clients’ objectives.
At Meritage Wealth Insurance Advisors we recognize that each comprehensive plan requires an individualized approach. Our focus is to bring you creative, personalized financial strategies that take advantage of how life insurance can function as a premier wealth transfer, wealth accumulation, protection, or estate planning vehicle.
Erik, his wife Amanda, and their three daughters live in Redmond, Washington. In his spare time he enjoys spending time with his family, the occasional round of golf, and attending University of Washington football games.
Education
- University of Washington, Seattle, WA
Bachelor of Arts, Economics, 1994
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org
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