Collaborative Planning Group Inc

  • Insurance
  • Elkhorn NE
  • 7 employees
  • Insurance
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Company Overview

Headquarters
111 N 181 Street, Suite 202, Elkhorn NE
Website
collaborativeinsures.com
Employees
7
Founded it
2016
Industry
Insurance
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Financials & Stats

Revenue

$3B

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Who is Collaborative Planning Group Inc

Collaborative Planning Group Inc. is a 7-employee insurance brokerage firm located in Elkhorn, Nebraska. Founded with a commitment to providing exceptional service, the company focuses on partnering with financial professionals and attorneys to offer tailored insurance solutions. Their expertise lies in life, disability, and long-term care insurance, along with annuity options. Collaborative Planning Group Inc. prides itself on working collaboratively with clients' existing teams, ensuring a comprehensive and integrated approach to risk management. The company distinguishes itself through a transparent process. They meticulously analyze clients' needs, identify potential risks within their financial plans, and present a clear understanding of available solutions from leading insurance providers. This approach empowers clients to make informed decisions about their insurance coverage. Collaborative Planning Group Inc. guides clients through every step of the process, from initial assessment to application and underwriting. For further information or to discuss your insurance needs, visit their website at collaborativeplanninggroup.com.

Collaborative Planning Group Inc Industry Tags

Life Insurance
Disability Insurance
Long Term Care Insurance
Estate Planning
Business Planning
Succession Planning
Group Benefits
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Collaborative Planning Group Inc Tech Stack

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FAQ

What is the location of Collaborative Planning Group Inc's headquarters?
The headquarters of Collaborative Planning Group Inc are situated at Elkhorn NE
What is Collaborative Planning Group Inc's official website?
The official website of Collaborative Planning Group Inc can be found at collaborativeinsures.com.
How many employees does Collaborative Planning Group Inc currently have?
Collaborative Planning Group Inc employs approximately 7+ people
Which industries is Collaborative Planning Group Inc primarily operating in?
Collaborative Planning Group Inc operates in the following industries: Insurance, Health Insurance
What are Collaborative Planning Group Inc's industry tags?
Collaborative Planning Group Inc's industry tags include: Life Insurance, Disability Insurance, Long Term Care Insurance
When was Collaborative Planning Group Inc founded?
Collaborative Planning Group Inc was founded in 2016.

Employee Directory

Key Employees

Heather Schmit

Client Services Coordinator

Lindsay Malone

Client Service Coordinator