© 2016 by Collaborative Planning Group

THE COLLABORATIVE APPROACH

 

We are independent insurance only brokers.  We do not manage assets.  Our team works alongside your other financial professionals to identify the risks inside your business or financial plan.  Once these risks are identified, we find which carrier manufacturers the best policy to fit your needs.  We then guide you through the application and underwriting process to help you put a solution in place.

THE COLLABORATIVE APPROACH

 

We are independent insurance only brokers.  We do not manage assets.  Our team works alongside your other financial professionals to identify the risks inside your business or financial plan.  Once these risks are identified, we find which carrier manufacturers the best policy to fit your needs.  We then guide you through the application and underwriting process to help you put a solution in place.

Individuals and Families

  • Life Insurance

  • Disability Insurance/Income Protection

  • Long Term Care Insurance

  • Reviews of Current Life Insurance Policies

Business Owners

  • 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

WE COMMIT TO
  • 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