Goat Planning Insurance is a client servant
Goat Planning Insurance is a client servant, and partner with our sister agency Goat Veteran Insurance, with a mission help our fellow veterans get trusted, cost-effective recommendations. With your input, we guide and present advice to solve your need for the protection of you and your family. Our, goal is to make the process easy and give you peace of mind.
Goat Planning Insurance is an independent Life Insurance and Health Insurance agency. Goat Planning Insurance works with over 30 insurance carriers. By using many carriers, Goat Planning Insurance is able, without bias, to recommend to clients the best solution to their problem, based on,
- Financial condition
- Veteran status
Goat Planning Insurance meets remotely or in person
Goat Planning Insurance meets remotely for clients not in our locality or clients who prefer it. This is how we work for most clients. For Indiana, southern Ohio, and Virginia, Goat Planning Insurance often meets in the home, our office in Lexington, VA, or other preferred location. Most applications are done electronically or telephonically with Goat Planning Insurance providing a guiding hand.
Goat Planning Insurance quotation options
For comparison purposes, Goat Planning Insurance has a few quotation options that do not require our assistance.
For clients that prefer to quote, apply, and get coverage without our assistance, we have a customer-direct, self-service solution here https://insuremenowdirect.com/agent/goatplanning/. (https://goatplanning.com/life-insurance )(Through this portal, a client can also get dental, vision, and accident coverage).
A partial list of Medicare Advantage, Medicare Supplement, and Part D Prescription Drug coverage carriers with whom we work include Aetna/CVS, Humana, and United Health Care/AARP.
A partial list of life insurance and annuity carriers with whom we work include Americo, Transamerica, Mutual of Omaha, Family Benefit Life, Foresters, Guaranteed Trust Life, Liberty, Ethos/Tru-Stage, Haven, Security National Life, Chesapeake, Gerber, Heartland, Columbian, and Prosperity Life Group.
The principal of Goat Planning Insurance is Jeff Batson. Jeff’s licenses and credentials include,
- National Producer Registry Number 19629974
- Indiana license number 19629974
- Michigan ID number 104773
- Ohio license number 1360813
- And 25 other states
Goat Planning Insurance supports the Wounded Warrior Project.