The Estate Planners Group, Inc. (TEPG) is a national community established to serve as a comprehensive back-office support system for independent financial advisors, insurance professionals, and attorneys. For over 20 years, TEPG has provided its members with essential resources, including case design, marketing support, advanced training, and access to financial products. Their mission is to empower these professionals by handling administrative and support functions, allowing them to focus on serving their end clients more effectively.

Founded in

United States