Brian R. Batson

“Creating better financial outcomes for the families and companies I do business with is what drives me each and every day. Financial certainty and long-term security is the result of proper planning and I rest well at the end of the day knowing that this is what we do for each of our clients.”
Brian R. Batson

Brian R. Batson

Brian Batson works with successful families and private businesses all across the country to implement life and disability insurance plans. Whether insuring the ongoing cash flow needs of your family, hedging a liability, preparing for wealth transfer or protecting the partners and value of a business, Brian advocates that life and disability insurance is the only financial instrument guaranteed to be available at the precise time(s) when it is needed most. With this underlying premise, Brian has designed, underwritten and funded several hundred millions of life and disability insurance coverage for the benefit of his client’s families and businesses. Brian is accustomed to collaborating with client advisors to put in place programs that complement our mutual client’s business, wealth and estate plans. Recognizing that strategies today need to be managed throughout a client’s lifetime, as a third generation insurance professional, Brian clearly grasps the responsibility of establishing lasting long term relationships with clients so that the plans he helps implement will be managed properly for generations to come.

Tapping into his experience and education, Brian is actively involved in several insurance professional organizations and advisory committees focused on client advocacy. With this exposure, Brian is highly informed of the latest insurance company, product and regulatory developments in the insurance industry. His industry recognition and involvement includes:

  • National Association of Insurance and Financial Advisors (NAIFA), member
  • Million Dollar Roundtable (MDRT), Qualifier
  • Top of the Table (TOT), Qualifier
  • Advanced Association of Life Underwriters (AALU), member
  • International Forum, member

Brian earned his B.A. in Economics from Stanford University, where he was also a four-year varsity letterman and captain of the football team. Brian went on to earn his MBA from Saint Mary’s College in Moraga, California and has completed extensive continuing education related to the financial services industry.