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    The Essential Planning Group

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    Description

    • The 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.
    • location

      Headquarters:8955 Southwest Commercial Street , Tigard, Oregon, United States

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    • The Essential Planning Group phone

      Phone Number: +1 800-769-9363

    • The Essential Planning Group website

      Website: https://www.essentialplanninggroup.net

    • The Essential Planning Group employees

      Employees:11

    • The Essential Planning Group revenue

      Revenue:$1 - 10M

    • The Essential Planning Group legal name

      Legal Name:The Essential Planning Group

    • The Essential Planning Group's Social Media

      The Essential Planning Group linkedin The Essential Planning Group twitter
    • done Is this data correct?

    • |  NAICS Code: 812210  |

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    Person level website identification

    President for The Essential Planning Group

    Bill Zebb

    President

    Person level website visitor identification

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    View Employees

    Bill Zebb

    President

    Craig Martin

    President And Chief Financial Officer

    Andrew Lord

    Owner

    Krista Kaysner

    Vice President

    Alicia Vassallo

    Director Of Client Services

    Frequently Asked Questions regarding The Essential Planning Group

    • Where are The Essential Planning Group's Headquarters?

      The Essential Planning Group's Headquarters are in 8955 Southwest Commercial Street ,Tigard,Oregon,United States

    • What is The Essential Planning Group's phone number?

      The Essential Planning Group's phone number is +1 800-769-9363

    • What is The Essential Planning Group's official website?

      The Essential Planning Group's official website is https://www.essentialplanninggroup.net

    • What is The Essential Planning Group's Revenue?

      The Essential Planning Group's revenue is $1 - 10M

    • What is The Essential Planning Group's NAICS code?

      The Essential Planning Group's NAICS code is 812210

    • How many employees are working in The Essential Planning Group

      The Essential Planning Group has 11 employees

    • What is The Essential Planning Group's Industry?

      The Essential Planning Group is in the industry of Financial Services

    • Who is The Essential Planning Group's President?

      The Essential Planning Group's President is Bill Zebb

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