About Us
Insurance Needs - What We Do
We provide help in attaining all types of insurance products from:
- Short Term Medical - Get an Instant Quote: Click HERE
- Supplemental Plans - Accident, Critical Illness, Disability, Hospitalization, Dental, Vision
- Life Insurance - Term or Permanent / IUL
- Annuities - creating income
- Long Term Care - LTC
- Retirement Plan - we create help setup your plan
Who We Work With
We serve people who need health insurance, life insurance & have retirement needs:
- Individuals
- Job Changers or Career change
- Self Employed or Small Business
- Contractors - 1099 or side income
- Professionals - attorneys, accountants, architects, etc
- Entrepreneurs - acquired or started their own business
Career or Job Change
You've changed jobs or careers, or started your own business and need advice on:
- What to do with your IRA
- What Health Insurance Options are there
- Do you need Disability Coverage
- How to set up a Retirement Plan
- What other Insurance Coverage should you have
- How Self Employed or Small Business Owners get Benefits
More Info - Click HERE
Retirement - Life Insurance - Annuities
- IUL - Living Benefits of Life Insurance, create tax free income in retirement
- Accumulating Income for Retirement
- Rollover IRA or 401K
- Long Term care - LTC needs
- Advanced Strategies - Tax Protection, Asset Protection, High Income Earners
- Entrepreneurs - running $7 or 8 Figure Business - Click HERE
AZ Tech Roundtable - BRT Podcast
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business.
AZ TRT 2.0 looks at the new trends in business, and how classic industries are evolving. We Profile the current Players weekly in an Interview format to give you an inside look, to learn from their own experiences.
AZ TRT Podcast: Click HERE
Insurance Carriers
We work with the Biggest Insurance Companies including: Allianz Life, Nationwide, National Life, Lincoln Financial, Cigna, Aetna, Allstate Health, National General & More
Professional Network
We have many Professional Contacts in Different Areas of Expertise (and in other States if needed) to assist in:
- Health Insurance - Traditional Health Insurance, Group Health Insurance, ACA Plans, Medicare
- Legal / Taxes - Accountants & Tax Attorneys, Legal, Corporate Business Legal, Real Estate Law, Estate Planning, Asset Protection
- Financial Services / Real Estate - Financial Services by a Fiduciary like Managed Money (AUM), Investing, All Areas of Real Estate - realtor, mortgage, investing, etc
Carriers
Insurance Co's We Work With
Our Team
Matt Battaglia
Matt began his career in financial consulting in 2011 working in retirement, and insurance strategies with major carriers like Allianz & North American.
He works to educate Clients in a confusing financial world. This is done by helping them build a simple Blueprint, that shows where they currently are, and how to achieve their income go
Matt began his career in financial consulting in 2011 working in retirement, and insurance strategies with major carriers like Allianz & North American.
He works to educate Clients in a confusing financial world. This is done by helping them build a simple Blueprint, that shows where they currently are, and how to achieve their income goals guaranteed.
Full Bio:
Matt Battaglia brings over a decade of experience in income planning and business strategy. His core focus is helping clients build simple, customized financial blueprints that clarify their current position and define a path toward secure, guaranteed retirement income.
Originally from New York, Matt graduated from UMass Amherst and began his career working in his family’s vending business. In 1998, a radio opportunity brought him to Arizona, where he became a minority owner and GM of KFNX 1100, a Phoenix-based talk radio station.
Matt began his career in insurance in 2011 working in retirement, life insurance and annuities with major insurance carriers like Allianz & North American.
Matt’s extensive background in media, sales, marketing, and consulting gives him a unique perspective on financial planning—especially for entrepreneurs, executives, and business owners.
He’s personally navigated business acquisitions, partnership negotiations, and equity growth, and now uses that experience to help others create long-term financial and exit strategies. Whether someone plans to sell their business or not, Matt believes in developing a “backup plan” that expands financial options and builds security for the future.
Matt’s father was an entrepreneur at heart who owned several businesses in his career. Unfortunately he always put the profits back into the business, or into starting his next venture. Sadly when he passed he left very little financial security (a small IRA, Social Security and some cash savings) to Matt’s mother.
Matt himself had followed a similar path in the past, putting too much of his money in business, and not saving enough. He is able to teach clients the lessons he learned (the hard way), on how to structure a balanced financial roadmap.
In addition to his consulting work, Matt is the host of the AZ Tech Roundtable podcast, where he interviews leaders across industries to explore trends in business growth, innovation, and wealth building. The show has been on for over 5 years, and has 250+ episodes.
He lives in Phoenix, Arizona, with his wife and children. When he's not helping clients or on the air, he enjoys coffee, books, football, cookies, a good bourbon—and whatever his wife is into