BENEFIT PLANNING - Key Persons
Job Titles:
- Associate
- Investment Advisor
- Representative
Ed joined Benefit Planning Group in 2010. He holds his Series 6 registration with LPL Financial and the Series 65 registration with Strategic Financial Concepts. He is also an Investment Advisor Representative with Strategic Financial Concepts. Ed holds a Life, Health and Variable license in Louisiana
Ed is a Louisiana retired public school educator of 20 years. He taught in the Jefferson and St. Tammany Parish Public Schools.He is also an adjunct instructor at Donaldson Education teaching the Louisiana Life, Health and Accident Insurance Class.
Ed is a graduate of Brother Martin High School and holds a BA Degree from the University of New Orleans. .
He has facilitated retirement workshops in Jefferson and St Tammany Parishes and a featured speaker for The Associated Professional Educators of Louisiana.
Ed has served for many civic, government and education organizations including:
Boy Scouts of America
Youth Service Bureau
City of Covington appointed Commissioner of the Board of Adjustments
Patrick Taylor, owner and president of Benefit Planning Group, began his insurance and financial services career in 1983.
Patrick is professionally registered through LPL Financial with a Series 6 & 63 & Holds the Series 65 registrations through Strategic Financial Concepts and Series 26 Limited Registered Principal with LPL Financial. Additionally, he holds multiple state licenses in Life, Health, Annuity and Variable Insurance.
He is the owner and President of Benefit Planning Group of which he leads an established team of specialists to focus on providing retirement and risk management strategies for individuals and small and large businesses. Patrick's experience is in advanced target marketing strategies, retirement strategies and maintaining a focus on client education and superior customer service.
A nationally recognized speaker, Patrick has been an educator for the American Society of Women Accountants, regional and national seminars presenting Advanced Target Marketing Strategies, How to Hire and Manage CPAs, CE credit seminars to the Louisiana Pharmacists Association. Patrick also has presented pre-retirement planning seminars to The United Teachers of New Orleans, The Jefferson Federation of Teachers, and multiple Jefferson Parish Public Schools. Patrick is a recurring guest on WWL TV and WWL Radio for his knowledge on healthcare laws, guidelines and consumer education.
Patrick has served on the Blue Cross Blue Shield of Louisiana Agents Advisory Board, the National Field Advisory Board and the Alliance Advisory Board for the American General Agency Building Group. Other professional affiliations include The National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Health Underwriters (NAHU), where he has been the recipient of multiple National Quality Awards.