No Medical Exam. Living Benefits. Cash-Back Options.
You have dreams. We can help you bring them to life. Get a FREE QUOTE today!
Hi, I'm Jeff Batson
Goat Planning is an independant insurance and financial brokerage representing over 30 carriers to ensure the correct product, plan, price, and protection, unique to each client.
We are available to visit your home, or meet via Zoom, Facetime, or telephone.
– Jeff Batson
"Jeff and Tony explained the application process so I knew what to expect at each step. That made it a lot less stressful"
Phillip W.Columbia City, IN
"Even though I got a quick quote, Jeff asked me the right questions so I felt good that I got the right product."
Anne W.Shelbyville, IN "We'll be debt free in 7 years. I like our CFP, but this program is changing our lives."
AnonymousIndianapolis, IN "Very simple. Jeff got an almost instant approval for my final expense policy."
E.W.Lawrenceburg, INHow I can Help?
Ready to Get Started?
Get started with our team in 3 simple steps!
Step 1:
Schedule A Consultation
Schedule a FREE initial consultation with us, so we can better understand your goals.
Step 2:
Have A Conversation
During this conversation we’ll have a chance to assess your current situation and make a plan to best protect your future.
Step 3:
get Back To Your Life
After our meeting I’ll come up with options to best meet your needs and budget.
