Your clients trust you to protect what they’ve built—and help them grow it wisely.
At Collaborative Insurance Solutions (CIS), we partner with wealth advisors to integrate sophisticated insurance strategies into broader planning conversations. Our role? To make sure nothing gets missed—and to make sure your clients’ plans are protected.
Overview of Services & Solutions
We support financial advisors with the insurance expertise needed to navigate complex planning. As your insurance strategist, we focus on identifying risk, designing intentional structures, and executing with precision.
Our work ensures the insurance component is thoughtfully built, cash-flow conscious, and positioned to support your client’s evolving goals—while protecting the broader plan from being derailed by death, disability, or long-term care events.
You stay at the center of the relationship. We enhance your offering with technical depth and a process that reflects the high standard of care your clients expect.
How CIS is Different
At CIS our insurance strategists aren’t just insurance brokers—we’re your planning partner. We support your client relationships without disrupting them. We work alongside your team, speak your language, and design solutions that integrate seamlessly with tax, estate, and investment plans. Whether reviewing legacy policies or opening new opportunities to protect what matters most, our job is to help you lead with confidence and deliver complete solutions.
Benefits of a Partnership with Us
Strengthen your client value proposition with integrated risk planning
Delegate the asset protection strategy work with confidence
Ensure product recommendations align with financial plan
Partner with an independent firm focused solely on supporting your clients’ success
Peace of Mind Through Purposeful Long-Term Care Planning
Sarah, a recently divorced teacher with two adult daughters, wanted to ensure her future care needs wouldn’t become a financial or emotional burden on her family. With a modest income and a $1.7 million net worth, she faced the challenge of protecting her assets while securing comprehensive long-term care coverage. Collaborative Insurance Solutions conducted a thorough assessment and implemented a 10-pay asset-based long-term care strategy—providing guaranteed premiums, a meaningful death benefit, and financial flexibility. This personalized plan allowed Sarah to safeguard her future and preserve her legacy, bringing her clarity and peace of mind.
