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
Business 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.
BRT 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.
BRT 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 insurance in 2011 working in retirement, life insurance and annuities with major insurance carriers like Allianz & North American.
Since then, he has also been involved in health insurance, specializing in short term medical, dental & critical illness thru National General, an Allstate Company.
Full Bio:
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Matt began his career in insurance in 2011 working in retirement, life insurance and annuities with major insurance carriers like Allianz & North American.
Since then, he has also been involved in health insurance, specializing in short term medical, dental & critical illness thru National General, an Allstate Company.
Full Bio:
Matt is from NY, and graduated from UMass at Amherst with a Bachelors Degree. He has an extensive business career working in sales, mgmt, media and mktg fields. His first job was in his father’s vending business in Queens, NY. Radio opportunities brought him to the valley in 1998 where he eventually became a minority owner of KFNX 1100, a talk station in Phoenix. He is the manager on the business side at the station.
Matt expanded his business career into different areas from media consulting to insurance / finance. Currently, he also consults with entrepreneurs, business owners, and high level executives on running businesses and financial areas. As a business owner, he can relate personally to the challenges the majority of his clients face daily. He has bought and sold business, negotiated partner deals, and financing. His main area of focus is usually on the financial end - sales, marketing, cash flow, assets and equity.
He lives with his wife and children in Phoenix, AZ. Matt enjoys coffee, football, books, cookies, a good bourbon, and whatever his wife enjoys.