Since 2016, Collaborative Planning Group has been a leading independent insurance brokerage providing high-quality disability, long-term care, and life insurance solutions. After spending years working for a single large entity, founder Eryka Morehead decided it was time to break the mold to do insurance a different way. With the sole aim of providing the best options available across the market, CPG focuses on the needs of the client to be able to get them exactly what they need.
As independent insurance brokers, CPG is also able to evaluate the client’s current policies to determine if they are still the most effective or if changes need to be made. 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 is extended to every client with whom CPG works.