© 2016 by Collaborative Planning Group

WHAT WE DO

We are independent insurance only professionals.  We do not manage assets.  Our team works alongside your other financial professionals to identify if there are risks inside your business or financial plan.  If a risk is identified, we work with the nations largest manufacturers to identify which company and solution best mitigate the risk to your current plan.  We then clearly present the solutions, how we arrived at them with total transparency, as well as the pro's and con's of implementing any solution we propose.  Finally, we guide you through the application and underwriting process to help you put a solution in place.

Indivuduals and Families

  • Life Insurance

  • Disability Insurance/Income Protection

  • Long Term Care Insurance

  • Reviews of Current Life Insurance Policies

  • Buy/Sell Agreement Funding

    • Life Insurance

    • Disability Buyout Insurance

  • In Formal Business Valuations

  • Key Employee Insurance

  • Business Overhead Insurance

  • Loan Collateral Life Insurance

group Benefits

  • Life Insurance

  • Disability Insurance

    • Short Term Disability Insurance

    • Long Term Disability Insurance

  • Critical Illness and Accident

  • Vision and Dental Insurance

  • Long Term Care Insurance

Business Owners

WE COMMIT TO

  • Never attempt to find an opportunity to sell a product to someone with a plan that does not require that product, we will always objectively identify if a risk exists before looking for a solution.

  • Provide objective and comprehensive insurance solutions within the framework of your plan without regard for carrier or our compensation

  • Attract, maintain, and promote a culture of honesty and integrity for the clients and communities in which we serve

Meet The Team

Eryka Morehead

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President and CEO

Shannon McNeil

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Vice President

Mykala Stava

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Vice President and CFO

Austin Hultquist

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Office Manager

Justin Morehead

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COO

Contact Us

111 North 181st St, Suite 202, Omaha, NE 68022   info@collaborativeplanninggroup.com |  Tel: 402-881-0274 | Fax: 888-361-7586