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VerifiedFinancial Services· Founded 1985

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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HeadquartersTigard, United StatesEmployees10(11 to 50)Annual revenue$1M to <$10MFounded year1985Websiteafcts.comLinkedIn profileLinkedIn

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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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

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