CPG
@CollaborativePG
Independent insurance brokers working alongside financial advisors, providing the highest quality insurance solutions for clients
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Join us in wishing our teammate, Sunny, a very Happy Birthday today! Have a great day Sunny!!
Any life Underwriters out there that want to join our team?? Take a look at this job posting and let's connect! lnkd.in/gnN7Mazw
Collaborative Planning Group will be closed Monday, May 30th in observance of Memorial Day. We hope that you enjoy the day with your friends and family and take time to remember those who paid the ultimate sacrifice for us.
Drop off new or old shoes in our office April 25th through May 6th to be distributed to those in need at Stephen Center. Our office will be open for donations from 8 - 5, Monday - Friday
This week CPG is glad to welcome Jenna Nelson to the team! Jenna will be taking over as the new face behind the desk and driving force keeping the office moving forward behind the scenes!
CPG is delighted to welcome Travis Shoemaker! We are excited to add him and his experience reviewing life insurance policies to the team!
Here's to 365 new opportunities! 365 times to laugh like you've never laughed before 365 times to pick yourself up and start again when you need 365 times to find something to appreciate in every day Here's to you and everything you don't even know you're capable of yet
With all the Teams/Zoom meetings nowadays, sometimes we need to stop for a few seconds to smile (and hope someone got the screenshot in time) #togetherbutapart #youreonmute
Your table may have a few fewer chairs and your meal a little smaller, there may be further distances between us and more screen time, but there is still plenty to be thankful for. Happy Thanksgiving from our weird frozen faces to yours!
We have another new face to add to the team! Jordan Johnson joined us this week, we are all very excited to have her!
We are very excited to welcome Lindsay Malone who has taken the plunge as Eryka's Executive Assistant! Welcome to the team Lindsay, we are all happy to have you!
Eryka and Shannon have maintained their friendship for over 20 years. Thanks to the wonderful Arnold Clark photography, they were able to reprise their yearbook roles, along with their families, earlier this summer!
It's time for another warm welcome! Erin Rowe has joined the CPG team as Case Manager. Welcome to the team, we are all thrilled to have you!
We are thrilled to have Kyle Jennings join the CPG team as our newest Principal! Welcome to the team, we are all happy to have you!
Our own @JonDannemiller and @PhilSeibel were honored to present on Tuesday at the @InstituteDFA webinar, "How a Divorce Can Impact Disability Risk." Thank you to the folks at IDFA and those who attended the webinar! #disabilityinsurance
Thanks to the Omaha Chapter of @SocietyofFSP for the opportunity to present at your virtual annual meeting! #continuingeducation
Austin & Rachel rolled up their sleeves for the first time (from 6ft apart of course) to donate to the @RedCross . According to the Red Cross, over 530,000 pints have gone uncollected due to cancellations. There's never been a more important time to #donateblood
Excited to present the June 16, 2020 webinar for the Institute for Divorce Financial Analysts (IDFA™), "How Divorce Can Impact Disability Risk". learning.institutedfa.com/products/how-a…
myhans57 newest co-worker has been making sure she stays on task all day. Working from home comes with a whole new set of distractions, but they sure are cute! #workfromhome instagram.com/p/B-aYgJNBp-v/…
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