Collaborative Planning Group, Inc.

Insurance - Elkhorn, NE, US

Collaborative Planning Group, Inc. Details

Collaborative Planning Group is a leading, independent insurance brokerage specializing in high-quality disability, long-term care, and life insurance and annuity solutions. Our ultimate goal is to keep families safe from unplanned risk. To do that, our approach to insurance is a little different. The foundation we work from begins with evaluating a client's current policies (if they have any) to determine if they are providing the most beneficial and comprehensive coverage. If any gaps are discovered in the plan, our Insurance Strategists develop a plan to structure coverage that ensures maximized benefits for the client. CPG works alongside financial advisors, attorneys, and other professionals to provide the most well-rounded services possible for clients. A small business, Collaborative Planning Group keeps its focus on the people – valuing honesty and integrity above all else. CPG vows to always operate with 100% objectivity and transparency, without regard to compensation. The family atmosphere within the office extends to every client CPG works with.

Collaborative Planning Group, Inc. logo, Collaborative Planning Group, Inc. contact details
Employees: 10 - 19
HQ: N/A
Location: Elkhorn, NE, US
Revenue: 1 - 2.5 Million
Life Insurance Disability Insurance Long Term Care Insurance Estate Planning Business Planning Succession Planning Group Benefits
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