Insights

Client-first value LG Planning Group emphasizes service, relationship building, and a “client is family” philosophy, signaling a sales opportunity around holistic wealth protection and employee benefits packages that align with core client care values.

Integrated technology The firm highlights integrated data, analytics, and technology as differentiators, suggesting upsell potential for advanced benefits administration, data insights, and streamlined enrollment processes using modern cloud tools.

Experience and stability With over five decades in group health and dental plans, and a revenue range of 10M–25M, LG Planning Group presents a stable platform for cross-selling risk management, financial planning, and expanded advisory services to existing clients.

Growth potential Small team size (2–10 employees) combined with ambitions to broaden expertise creates an opportunity to offer scalable solutions such as digital marketing, client onboarding automation, and concierge benefits consulting to accelerate growth.

Tech stack signals Current tech stack includes HubSpot, Microsoft 365, and Cloudflare, indicating readiness for CRM-driven campaigns, targeted outreach to HR/benefits decision makers, and frictionless communications to drive account expansion.

Similar companies to LG Planning Group

LG Planning Group Tech Stack

LG Planning Group uses 8 technology products and services including HubSpot Analytics, gstatic.com, HubSpot Content Hub, and more. Explore LG Planning Group's tech stack below.

LG Planning Group's Email Address Formats

LG Planning Group uses at least 1 email format:
LG Planning Group Email FormatsExamplePercentage
First@lgplanninggroup.comJohn@lgplanninggroup.com
100%

Frequently Asked Questions

What is LG Planning Group's official website and social media links?

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LG Planning Group's official website is lgplanninggroup.com and has social profiles on LinkedIn.

How much revenue does LG Planning Group generate?

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As of September 2026, LG Planning Group's annual revenue is estimated to be $10M - $25M.

What is LG Planning Group's NAICS code?

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LG Planning Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does LG Planning Group have currently?

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As of September 2026, LG Planning Group has approximately 8 employees across 2 continents, including North America and Asia. Key team members include Managing Partner: M. G. and Senior Account Manager: T. D. Explore LG Planning Group's employee directory with LeadIQ.

What industry does LG Planning Group belong to?

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LG Planning Group operates in the Insurance industry.

What technology does LG Planning Group use?

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LG Planning Group's tech stack includes HubSpot Analytics, gstatic.com, HubSpot Content Hub, WordPress, Microsoft 365, SendGrid, jQuery and reCAPTCHA.

What is LG Planning Group's email format?

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LG Planning Group's email format typically follows the pattern of First@lgplanninggroup.com. Find more LG Planning Group email formats with LeadIQ.
LG Planning Group logo

LG Planning Group

InsuranceNew York, United States2-10 Employees

LG Planning Group is an insurance-focused firm based in Melville, New York. With a history spanning more than five decades, the firm specializes in group health and dental plans while expanding into risk management and financial planning, emphasizing service, relationships, and understanding client needs. Its approach centers on integrating data, analytics, and technology with a human touch to build lasting client relationships, guided by a philosophy that prioritizes the safety and security of clients, their employees, families, assets, and futures. The company serves organizations seeking comprehensive employee benefit programs and risk and financial planning guidance, positioning itself within the insurance industry through a client-centric model that blends expertise with personalized support. LG Planning Group operates from a local base in New York and describes itself as focused on long-term client satisfaction and holistic outcomes rather than merely onboarding clients. A recent note from the managing partners underscores a multi-faceted approach that combines expertise, client support, integrated technology, and clear goal alignment to achieve durable relationships.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    LG Planning Group's revenue is estimated to be in the range of $10M - $25M

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