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Case Studies

  • Case Studies

    Securing Peace of Mind: A Tailored LTC Solution

    Sarah, recently divorced and navigating a new chapter in life, was focused on securing her financial future. With two adult daughters who were both

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  • Case Studies

    Ensuring Financial Security for High-Earners with Disability Insurance

    Dr. Michael, a 34-year-old orthopedic surgeon, is the primary earner for his family. With a salary of $630,000 and three young children, his financial

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  • A Legacy Preserved: How Strategic Planning from Collaborative Insurance Solutions Secured a Family’s Future
    Case Studies

    A Legacy Preserved: How Strategic Planning Secured a Family’s Future

    Michael and Laura Thompson, owners of an Iowa farmland portfolio valued at $30 million, faced a dilemma of how to preserve their legacy while

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  • Case Studies

    Just how much life insurance do you need?

    So you need life insurance. You have a pretty solid plan in place but there is still some risk that needs to be addressed. With

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Collaborative Insurance Solutions

111 North 181st Street, Suite 202
Elkhorn, NE 68022

phone: 402-226-4909
fax: 888-361-7586

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Collaborative Insurance Solutions LLC is a wholly owned subsidiary of Collaborative Planning Group Inc. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, investment, or accounting advice. If you are in need of tax, legal, investment, or accounting advice, you should contact a tax, legal, investment, or accounting professional.

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