Insights

Growth potential Mid-market financial services firm with 11-50 employees and annual revenue between 10M and 25M presents opportunities for scalable client lifecycle tools, digital marketing optimization, and client onboarding enhancements.

Client lifecycle Established in 1985 with a focus on planning for later years indicates a stable, trust-based client base; sales plays can emphasize retirement readiness planning, estate coordination, and long-term care considerations.

Tech leverage Utilizes cloud and marketing tech (AWS, Microsoft 365, iCIMS, Google libraries, Constant Contact, analytics) suggesting openness to integrated CRM, marketing automation, and security-friendly solutions to streamline operations.

Competitive landscape Operates in a space with peers like The American College of Financial Services and Ed Slott and Company; positioning opportunities exist around modernization, digital engagement, and enhanced client analytics to differentiate.

Growth signals Revenue range places the company as a potential target for growth-focused partnerships, strategic alliances, and boutique vendor relationships that offer scalable services without large enterprise commitments.

Similar companies to Society For Lifetime Planning

The American College of Financial Services
383$250M - $500M
Ed Slott and Company
30$10M - $25M
ElderLawAnswers
1<$1M
American Academy of Estate Planning Attorneys
49$25M - $50M

Society For Lifetime Planning Tech Stack

Society For Lifetime Planning uses 8 technology products and services including iCIMS, Amazon Web Services, Google Hosted Libraries, and more. Explore Society For Lifetime Planning's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
Microsoft 365
Email
jQuery
Javascript Libraries
Constant Contact
Marketing Automation
Google Search Console
Web Analytics
Piwik PRO Core
Web Analytics

Society For Lifetime Planning's Email Address Formats

Society For Lifetime Planning uses at least 3 email formats:

Society For Lifetime Planning Email Formats	Example	Percentage
First@lifetimeplanning.com	John@lifetimeplanning.com	75%
FLast@lifetimeplanning.com	JDoe@lifetimeplanning.com	19%
FirLast@lifetimeplanning.com	JohDoe@lifetimeplanning.com	6%

Frequently Asked Questions

What is Society For Lifetime Planning's phone number?

You can contact Society For Lifetime Planning's main corporate office by phone at

+1-248-952-****

. 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 Society For Lifetime Planning's official website and social media links?

Society For Lifetime Planning's official website is lifetimeplanning.com and has social profiles on LinkedIn.

How much revenue does Society For Lifetime Planning generate?

As of July 2026, Society For Lifetime Planning's annual revenue is estimated to be $10M - $25M.

What is Society For Lifetime Planning's NAICS code?

Society For Lifetime Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Society For Lifetime Planning have currently?

As of July 2026, Society For Lifetime Planning has approximately 11 employees across 1 continents, including North America. Key team members include Vice President: Z. S., Senior Vice President: M. G. and Administrative Assistant: E. E. Explore Society For Lifetime Planning's employee directory with LeadIQ.

What industry does Society For Lifetime Planning belong to?

Society For Lifetime Planning operates in the Financial Services industry.

What technology does Society For Lifetime Planning use?

Society For Lifetime Planning's tech stack includes iCIMS, Amazon Web Services, Google Hosted Libraries, Microsoft 365, jQuery, Constant Contact, Google Search Console and Piwik PRO Core.

What is Society For Lifetime Planning's email format?

Society For Lifetime Planning's email format typically follows the pattern of First@lifetimeplanning.com. Find more Society For Lifetime Planning email formats with LeadIQ.

Society For Lifetime Planning

Q: What is Society For Lifetime Planning's phone number?

You can contact Society For Lifetime Planning's main corporate office by phone at +1-248-952-****.

Q: What is Society For Lifetime Planning's official website and social media links?

Society For Lifetime Planning's official website is lifetimeplanning.com. Society For Lifetime Planning has social profiles on LinkedIn.

Q: How much revenue does Society For Lifetime Planning generate?

Society For Lifetime Planning's annual revenue is estimated to be $10M - $25M.

Q: How many employees does Society For Lifetime Planning have currently?

Society For Lifetime Planning has approximately 11 employees.

Q: What industry does Society For Lifetime Planning belong to?

Society For Lifetime Planning operates in the Financial Services industry.

Q: What technology does Society For Lifetime Planning use?

Society For Lifetime Planning's tech stack includes Amazon Web Services, Constant Contact, Microsoft 365, Express, jQuery.

Q: What is Society For Lifetime Planning's NAICS code?

Society For Lifetime Planning's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Society For Lifetime Planning is a financial services company based in Troy, Michigan, founded in 1985. It serves individuals and families seeking planning for their later years and has assisted thousands in preparing for retirement or aging with confidence. The organization states a philosophy focused on reflecting on the past, valuing the present, and preparing for a future that may hold meaningful rewards. The company employs between 11 and 50 people and operates from its offices at 5445 Corporate Drive, Suite 170, Troy, MI 48098. Revenue is reported in the range of $10 million to $25 million.