Collaborative Planning Group

As leading independent insurance brokers, our professionals work alongside financial professionals, attorneys, and their clients to provide the highest quality life, disability, and long-term care insurance and annuity options available on the market. We do not manage money, we work alongside your client’s team of professionals. Our team analyzes your client’s needs to identify any risks within their business or financial plan. Once risks are identified, we work closely with the nation’s largest providers to implement the strategy best suited to your client’s needs. You can trust that we will always operate with 100% transparency, clearly presenting solutions to your clients so they are able to make a fully educated decision regarding their insurance needs. Step-by-step we guide you and your clients, from the initial assessment all the way through the application and underwriting process.