Morgan Planning Group, Llc
We work mainly with other business owners on their financial and estate planning. Scott also does the design work on the benefit plans for their companies while my staff manages and helps with the details of the complex administration. The Morgan Planning Group,LLC is dedicated to providing assistance and advice to each and every customer. Scott and his staff pride themselves in establishing personal, long term relationships with their clients. Services provided through The Morgan Planning Group,LLC include but are not limited to: Group Employee Benefits • Group Health • Group Ancillary Benefits • Life, Vision, Disability, Dental • Administration & COBRA implementation
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
41
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- MB
Mark Booth
Partner · General Business & Management
EmailPhone - KA
Kyle Adamson
Account Manager · Sales & Business Development
EmailPhone - RC
Rebecca Czysen
Account Manager · Sales & Business Development
EmailPhone - AM
Alisha Magee
Small Group Account Manager · Sales & Business Development
EmailPhone - FS
Faye Sorensen
Enrollment Specialist · Customer/Client Service
EmailPhone - JE
Jim Erickson
Account Executive · Sales & Business Development
EmailPhone - LP
Linda Presler
Account Specialist · Customer/Client Service
EmailPhone - MB
Mark Booth
Partner · General Business & Management
EmailPhone - BD
Brian D. Carter
Vice President of Sales · Sales & Business Development
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Morgan Planning Group, Llc
8 distinct titles indexed · top 8 shown.
- 3enrollment specialist
- 2account manager
- 2partner
- 1account executive
- 1account specialist
- 1president
- 1small group account manager
- 1vice president of sales
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