Insights

Market Expansion Morgan Planning Group's focus on small to midsize businesses in the insurance and benefits sectors presents a targeted opportunity for financial service providers to offer complementary products such as advanced benefit management solutions or tailored insurance offerings.

Technology Integration With their deployment of tools like Google Analytics, Google Tag Manager, and Formidable Forms, Morgan Planning Group values digital engagement; sales strategies that emphasize innovative tech integrations could resonate well and facilitate deeper partnerships.

Financial Strength Having annual revenues between 50 million and 100 million indicates a stable financial position, providing an open door for premium financial products, estate planning services, or wealth management solutions to support their growth and client retention.

Employee Benefits Focus Their specialization in group benefits such as health, dental, vision, and COBRA administration suggests an opportunity to introduce supplemental benefit solutions, wellness programs, or HR technology to enhance their offerings.

Client Relationship Emphasis The company's commitment to establishing long-term personal relationships indicates a preference for customized solutions. Offering tailored financial planning, client management tools, or CRM integrations could strengthen their client engagement capabilities.

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Morgan Planning Group, LLC Tech Stack

Morgan Planning Group, LLC uses 8 technology products and services including Font Awesome, PHP, Yoast SEO, and more. Explore Morgan Planning Group, LLC's tech stack below.

Font Awesome
Font Scripts
PHP
Programming Languages
Yoast SEO
Search Engines
reCAPTCHA
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Formidable Forms
Web Platform Extensions
AddToAny
Widgets

Media & News

Morgan Planning Group, LLC's Email Address Formats

Morgan Planning Group, LLC uses at least 1 format(s):

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.

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

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

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

As of December 2025, Morgan Planning Group, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Vice President Of Sales: B. D. C.President: S. M.Partner: M. B. 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 Font AwesomePHPYoast SEOreCAPTCHAGoogle Tag ManagerGoogle AnalyticsFormidable FormsAddToAny.

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 11 employees.

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

Morgan Planning Group, LLC's tech stack includes Google Analytics, Google Maps, Nginx, Open Graph, Priority Hints.

InsuranceMinnesota, United States11-50 Employees

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