CPG

Collaborative Insurance Solutions (CIS) is a specialized insurance advisory firm that helps high-net-worth families and the professionals who serve them integrate risk protection into complex legal, tax, and financial plans. Working with attorneys, wealth advisors, CPAs, business owners, and families, the firm aims to protect more than assets: its strategies are designed to preserve client intent, relationships, and long-term planning outcomes.

CIS provides guidance on life insurance, disability insurance, long-term care, annuities, and liquidation. Its work can include reviewing policy performance, ownership and beneficiary designations, premium commitments, coverage gaps, and the fit between insurance and estate or business structures. Rather than offering generalist or off-the-shelf advice, the firm collaborates with clients’ existing professional teams to develop tailored strategies and support implementation. CIS describes its approach as carrier agnostic, technically skilled, and client centered. Through its consultations, planning support, educational resources, and case studies, the firm helps clients and advisors address insurance risks and make informed decisions intended to keep carefully constructed plans working when circumstances change.