Collaborative Planning Group2020-04-03T14:58:39-05:00

we provide

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INSURANCE PLANS FOR YOUR CLIENTS

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we do insurance differently

INSURANCE PLANS FOR YOUR CLIENTS

LEARN MORE

INSURANCE PROFESSIONALS FOR FINANCIAL ADVISORS

we work alongside you to provide the highest quality life, disability, and long-term care insurance plans

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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 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.

WHY WORK WITH US?

independent insurance is important

why work with an independent insurance broker?

WHY WORK WITH US?

independent insurance is important

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OUR PROVEN PROCESS

what you can expect

what else can we provide

WE HOLD AN INSURANCE CONSULTANT’S LICENSE

The market is constantly changing. With that, so do the demands on insurance policies and the needs of clients. We understand the necessity of evaluating the performance of your client’s current insurance policies to ensure they are providing the most beneficial and comprehensive coverage. After analyzing the current policies, if any risks or issues are found, we will come up with a plan to restructure your client’s coverage to ensure maximized benefits.

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MEET OUR

insurance experts

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Eryka Morehead

president and ceo

shannon headshot

Shannon McNeil

vice president and cso

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Mykala Stava

vice president and cfo

justin headshot

Justin Morehead

coo

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Jonathan Dannemiller

principal

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Phil Seibel

principal

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Austin Hultquist

associate advisor

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Rachel Wendels

office manager

CONTACT US TO LEARN MORE

what our client’s say

testimonials

Shannon McNeil/Collaborative Planning Group has assisted me with several clients over the last two years. Shannon’s level of expertise in selecting the most effective products and the best company to deliver those products at a preferred price, along with her personal touch, elevate the added value we deliver to our mutual clients. Once a referral is made, Shannon takes control of the process from beginning to end. However, she keeps us up do speed with weekly updates and will involve us in any communication that is necessary with our clients. Shannon has assisted our clients with many different insurance products and all have given her rave reviews!

Dean Jacobsen, Wealth Advisor – Northwest Wealth Management

CPG has proven to be a true partner when it comes to utilizing insurance solutions for our client’s needs. I can confidently present insurance solutions that meet my client’s specific situation because CPG is doing the necessary due diligence in the insurance marketplace. For example, knowing which company’s underwriting guidelines are going to be most favorable to the client, which riders will provide additional options to meet client needs, or which version of a product will provide the necessary coverage.

Steve Ryherd, Financial Advisor – Verdant Wealth

What impresses me most about Eryka and her team is the energy and drive to get things done. A meaningful plan requires a workable checklist, a timeline, and follow-through. Eryka’s clients enjoy her expertise and advocacy, and take comfort in knowing that the planning will get done well and in a timely manner.

Dan Waters, Attorney – Lamson Dugan & Murray

Over the last 15 months I have had the pleasure of working with and getting to know Eryka Morehead, President of Collaborative Planning Group. I’ve been in the insurance and financial services industry for over 30 years and in all my time and experience I’ve not seen the expertise and professionalism that Eryka and her team have provided to our firm’s clients. They excel in communication, follow-up and being sure we are always putting the clients wants and needs above anything else. As a fiduciary for the client I rest easy that Collaborative carries that same commitment in their business and with my clients. From the simplest of term cases to the most complex estate or business planning, I have complete assurance that we have chosen the best team for the insurance area of our practice.”

Wealth Manager, Managing Director

When identifying an insurance professional to work with, first and foremost among your criteria should be selecting someone with integrity and competency.  Eryka and her team at CPG exhibit these characteristics in spades.  I’ve worked with Eryka and CPG on dozens and dozens of cases and never once felt that she pushed a product that wasn’t a good fit for the client.  Eryka knows her industry as well as anyone I’ve worked with and brings that expertise to bear for the benefit of her clients.

Brandon D. Hamm, Attorney - Koley Jessen

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111 North 181st St, Suite 202, Omaha, NE 68022

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group working on an insurance plan in the office

We work alongside you to provide the highest quality insurance policies for your clients.

we do insurance differently

You can trust that we will always operate with 100% transparency; clearly presenting the solutions that fulfill your client’s needs 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 through the application and underwriting process.