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Collaborative Insurance Solutions does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only and should not be relied on for tax, legal, or accounting guidance. Please consult your own tax, legal, and accounting advisors before engaging in any transaction.

  • Founded by Eryka Morehead, CIS exists to solve for the unseen risks that can quietly unravel even the most sophisticated planning. Our role is focused and clear: to design and implement insurance strategies that integrate seamlessly, align with the intent of the plan, and hold up under pressure.