Collaborative Planning Group

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Eryka Morehead spent the first three years of her insurance career working for a carrier and the next five years in a corporate role. Seeing firsthand the challenge of working with limited products and contracts inspired her to start her own independent insurance brokerage.

“I needed to create Collaborative Planning Group to be able to get access to the contracts and the policies that were going to be in the best interest of clients,” she says. “Our firm is insurance only, so we specialize in life, disability, and long-term care insurance. Our clients are wealth advisory firms who put together their clients’ financial plans and manage the assets, but don’t specialize in insurance. Those firms partner with us and we address the risk elements of their clients’ financial plans.”

Collaborative Planning Group then identifies and presents solutions, she adds. “We’re incredibly objective and transparent with our insurance solutions and our recommendations.” The team also guides clients through the application and underwriting process.

“In most insurance firms you would find that the men are client-facing and the women are support staff, and in our case it’s actually the exact opposite. The three of us who are client-facing and that manage the firm-client relationship are all female and we actually have an all-male support staff,” Morehead says, adding that talking about death and disability is never easy, but “We try to make those conversations manageable and easy for people to get through so they have the information they need to make a good decision…we are truly there to do what is in their best interest.”

January 1, 2020 by