What is Morgan Planning Group, LLC's NAICS code?

Morgan Planning Group, LLC's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

SMB Focus Target mid-sized business clients seeking comprehensive group benefits and tailored employee wellness solutions, leveraging Morgan Planning Group’s expertise in design and administration to win new benefit contracts.

Estate and Benefits Cross-sell opportunities by positioning as a one-stop shop for executives and business owners who need both financial estate planning and robust group benefit programs, expanding beyond core insurance offerings.

Tech Enablement Leverage the firm’s WordPress and Shopify presence plus Google Workspace to run scalable digital campaigns, lead nurturing, and client portals, with SEO and analytics improvements to boost inbound inquiries.

Revenue Growth With reported revenue in the mid-range of tens of millions and a small employee base, pursue high-margin, annual renewals and cross-sell to existing owner clients while building scalable services for larger prospects.

Competitive Position Differentiate by emphasizing personalized, long-term client relationships and hands-on benefits administration, targeting similar-sized peers in the insurance and financial services sector for partnership or collaboration.

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Morgan Planning Group, LLC Tech Stack

Morgan Planning Group, LLC uses 8 technology products and services including WordPress, Shopify, Google Workspace, and more. Explore Morgan Planning Group, LLC's tech stack below.

WordPress
Content Management System
Shopify
E-commerce
Google Workspace
Email
Yoast SEO
Search Engines
X-XSS-Protection
Security
Google Tag Manager
Tag Management
AddToAny Share Buttons
Web Platform Extensions
AddToAny
Widgets

Morgan Planning Group, LLC's Email Address Formats

Morgan Planning Group, LLC uses at least 4 email formats:

Morgan Planning Group, LLC Email Formats	Example	Percentage
First.Last@morganplan.com	John.Doe@morganplan.com	86%
Last@morganplan.com	Doe@morganplan.com	5%
First.Middle@morganplan.com	John.Michael@morganplan.com	4%
First@morganplan.com	John@morganplan.com	5%

Frequently Asked Questions

What is Morgan Planning Group, LLC's phone number?

You can contact Morgan Planning Group, LLC's main corporate office by phone at

+1-612-339-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Morgan Planning Group, LLC's official website and social media links?

Morgan Planning Group, LLC's official website is morganplan.com and has social profiles on LinkedIn.

How much revenue does Morgan Planning Group, LLC generate?

As of September 2026, Morgan Planning Group, LLC's annual revenue is estimated to be $50M - $100M.

What is Morgan Planning Group, LLC's SIC code and NAICS code?

Morgan Planning Group, LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Morgan Planning Group, LLC have currently?

As of September 2026, Morgan Planning Group, LLC has approximately 10 employees across 1 continents, including North America. Key team members include Partner: M. B., Account Manager: M. L. and Office Manager: T. C. Explore Morgan Planning Group, LLC's employee directory with LeadIQ.

What industry does Morgan Planning Group, LLC belong to?

Morgan Planning Group, LLC operates in the Insurance industry.

What technology does Morgan Planning Group, LLC use?

Morgan Planning Group, LLC's tech stack includes WordPress, Shopify, Google Workspace, Yoast SEO, X-XSS-Protection, Google Tag Manager, AddToAny Share Buttons and AddToAny.

What is Morgan Planning Group, LLC's email format?

Morgan Planning Group, LLC's email format typically follows the pattern of First.Last@morganplan.com. Find more Morgan Planning Group, LLC email formats with LeadIQ.

When was Morgan Planning Group, LLC founded?

Morgan Planning Group, LLC was founded in 1984.

Morgan Planning Group, LLC

Q: How many employees does Morgan Planning Group, LLC have currently?

Morgan Planning Group, LLC has approximately 10 employees.

Q: What technology does Morgan Planning Group, LLC use?

Morgan Planning Group, LLC's tech stack includes oEmbed, X-XSS-Protection, Shopify, Google Tag Manager, WordPress Block Editor.

InsuranceMinnesota, United States2-10 Employees

Morgan Planning Group, LLC operates in the insurance sector, focusing on financial and estate planning guidance for business owners. The firm is based in Burnsville, Minnesota, and maintains a small team. Leadership emphasizes building personal, long-term relationships with clients. Scott oversees the design of employee benefit plans while the staff handles the detailed administration. Its services include group employee benefits such as health, life, vision, disability, dental, and ancillary coverage, along with administration and COBRA implementation. Its client base consists of other business owners seeking integrated benefits within their broader financial planning efforts.