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About Goat Insurance Insurance and Jeff Batson

Goat Planning Insurance is a client servant

Goat Planning Insurance and Jeff Batson are client servants, and partner with our sister agency Goat Veteran Insurance, with a mission help everyone 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.

Better Business Bureau

Goat Planning Insurance is accredited by the Better Business Bureau and is Veteran Owned business.

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
  • Occupation
  • Veteran status
  • Health
  • Age
  • Smoking
  • Family
  • Goals
  • Budget

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 Staunton, 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).

About Jeff Batson

Jeff Batson life insurance headshot

Jeff Batson is the managing broker of Goat Planning Insurance. Jeff is a licensed Life, Health, Accident, and Fixed Annuity agent. His National Insurance Producer Registry # is 19629974. He holds licenses in 28 states.

Jeff Batson is an independent agent as is the agency of Goat Planning Insurance offering over 30 insurance carriers. He therefore, without bias, represents the client to find the best policy and the lowest cost based on their unique needs, age, desires, health, and budget.

Jeff Batson – Personal

Jeff Batson life insurance and his dog Puck

Jeff Batson lives in Staunton, VA with his wife, 2 dogs, 1 cat and 1 fish. Jeff was born in Connecticut and has also lived in Elizabethtown NC, Atlanta GA, Charleston SC, Indianapolis IN, and Nashville TN.

Jeff Batson has been married to Anne since 1988. Jeff has 2 sons, 1 daughter-in-law, and 1 grand-daughter who all, unfortunately, live overseas.

Jeff Batson served 6 years in the US Navy. USS Simon Bolivar SSBN-641, a ballistic missile submarine out of Kings Bay GA.

Jeff Batson is an active Scottish Rite Freemason and Shriner, member of VFW, motorcycle rider, IndyCar race fan, and enjoys all boats.

Jeff Batson is an alumnus of Northwest Catholic High School in West Hartford CT (although not Roman Catholic), Vanderbilt University in Nashville TN, and RPI in Troy NY.