Elizabeth Battaglia

Elizabeth Battaglia - MBA

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6078
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource and trusted financial representative for each and every client.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Group Benefits
  • Workers Compensation

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in FL & DC 
  • Registered to offer securities products in FL & DC
  • Implemented Medical Society Dividend program
  • Certified in Long Term Care (CLTC) Designation
  • Masters in Business Administration

ORGANIZATIONS

  • Member of Florida Medical Association Alliance (former Vice President and Membership Chair)
  • Sarasota County Medical Alliance
  • Junior League Sustainers
  • Big Brothers Big Sisters of the Suncoast (former Corporate Board Member, Current Mentor and Member of the Latino Advisory Council)
  • Leadership Sarasota Class of 2000

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ  08873.  Metropolitan Life Insurance Company(MLIC), New York, NY 10166. Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC). EGA, MLIC & MSI are MetLife companies.  L1011211808[exp1212][FL][DC]