The Essential Planning Group
www.essentialplanninggroup.netThe Essential Planning Group is a nationwide preneed and endowment care master trust and trust administration service. Our expertise is comprehensive, efficient, compliant service to funeral and cremation providers, cemeteries, state funeral associations and financial institutions ─ helping them maintain focus on their clients and communities while improving preneed business outcomes. Our services include American Funeral & Cemetery Trust Services (AFCTS), American Prepaid Cremation Services (APCS), preneed insurance, third party administration (TPA), and Worldwide Travel Protection Plan.
Read moreThe Essential Planning Group is a nationwide preneed and endowment care master trust and trust administration service. Our expertise is comprehensive, efficient, compliant service to funeral and cremation providers, cemeteries, state funeral associations and financial institutions ─ helping them maintain focus on their clients and communities while improving preneed business outcomes. Our services include American Funeral & Cemetery Trust Services (AFCTS), American Prepaid Cremation Services (APCS), preneed insurance, third party administration (TPA), and Worldwide Travel Protection Plan.
Read moreCountry
State
Oregon
City (Headquarters)
Tigard
Employees
11-50
Founded
1985
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President
Email ****** @****.comPhone (***) ****-****Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****President / Chief Financial Officer
Email ****** @****.comPhone (***) ****-****
Technologies
(12)