Premier Planning Group NC

Insurance • Hickory, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	219 1st Avenue SW, Hickory, NC 28602, US
Phone number	+13037979080
Website	premierplanningnc.com
NAICS	52
Keywords	Financial Services, Retirement Planning, Life Insurance, Insurance Case Design
Founded	2017
Employees	1-10
Socials

Key Contacts at Premier Planning Group NC

Bryan Setzler

Chief Executive Officer

Telisa Taylor

Director Of New Business - Life Insurance

Kathy Navlyt

Director Of Finance

Samantha Shirreffs

Director Of Client Services

Philip Herrin

Director Of It

Premier Planning Group NC Email Formats

Premier Planning Group NC uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@premierplanningnc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@premierplanningnc.com	66.7%
{first name}{last name}	johndoe@premierplanningnc.com	22.2%
{last name}{last name}	doedoe@premierplanningnc.com	11.1%

About Premier Planning Group NC

We design customized tax-free life insurance and retirement plans that deliver optimum results — hence the name of our platform: OPTIMUS Life Designs®. The OPTIMUS system provides agents and financial planners with custom life insurance designs for each customer, featuring a unique client-ready sales presentation, developed in the same day. As the largest life insurance plan design firm in the nation, we: 👉 Work with more than 250 agents and high net worth individuals annually 👉 Closed more than $50 million in target life insurance in the last five years alone While our offices are located in Hickory, NC, Canton, GA, and Savannah, GA, we serve brokers and their insureds across the nation. Areas of expertise and key competencies include: • Tax-Free Life Insurance • Customized Financial Solutions • Estate Planning • Wealth Management • Retirement Solutions • Financial Planning

Premier Planning Group NC revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Premier Planning Group NC has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Premier Planning Group NC has never raised funding before.

Premier Planning Group NC Tech Stack

Discover the technologies and tools that power Premier Planning Group NC's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Gravity Forms

Form builders

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

core-js

JavaScript libraries

Divi

Page builders

Google Analytics

Analytics

MySQL

Databases

Frequently asked questions

Premier Planning Group NC is located in Hickory, North Carolina, US.

You can reach Premier Planning Group NC at +13037979080.

Premier Planning Group NC was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Premier Planning Group NC has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.