The Essential Planning Group
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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- KK
Krista Kaysner
Vice President · General Business & Management
EmailPhone - CM
Craig Martin
President CFO · Finance & Accounting
EmailPhone - AL
Andrew Lord
Owner · General Business & Management
EmailPhone - PF
Penny Fowler
Senior Account Manager · Sales & Business Development
EmailPhone - PF
Penny Fowler
Senior Account Manager · Sales & Business Development
EmailPhone - SB
Steve Buss
Financial Analyst Computer Services Manager · Other
EmailPhone - SB
Steven Buss
IT Manager Analyst · Other
EmailPhone - NS
Natalie Simon
Trust Account Services Representative · Other
EmailPhone
Showing 8 of 10 verified contacts
Top roles at The Essential Planning Group
9 distinct titles indexed · top 9 shown.
- 2senior account manager
- 1financial analyst computer services manager
- 1it manager analyst
- 1marketing director
- 1owner
- 1president cfo
- 1trust account services representative
- 1trust administrator
- 1vice president
Sign up to unlock all 10 contacts at The Essential Planning Group
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