Patrick D. Taylor

Patrick D. Taylor

President

Phone: 504-833-3434
Fax: 504-833-3435
E-mail:
 

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.