John S Battaglia
Wealth Management Advisor|CLU®, ChFC®, CFP®
Professional
John Battaglia has been part of Northwestern Mutual Financial Network since 1976. He earned a B.S. Accounting from the University of New Orleans in 1974.
In 2003, John Battaglia was named Advisor of the Year by the Baton Rouge Association of Insurance & Financial Advisors. He is Past President of the Baton Rouge Association of Insurance & Financial Advisors. John has also been a member of Northwestern Mutual's Forum (2003-2009); this elite group represents the top 4% Northwestern Mutual representatives nationwide.
Continued Growth
John has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations along with the Certified Financial PlannerTM (CFP®) certification.
Chartered Life Underwriter (CLU®)
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Advisors such as John Battaglia, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC®)
The ChFC® program focuses on the comprehensive analysis process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement and monitor a comprehensive strategy to achieve those goals. The ChFC® program provides professionals in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive strategies for their clients.
Certified Financial PlannerTM (CFP®)
The CFP® program is one of the leading educational programs for financial services. It prepares representatives for the role and its responsibilities, and helps develop analytical skills to aid in financial decision-making.
Associations & Memberships
National Association of Insurance and Financial Advisors (NAIFA)
John Battaglia is a member of the National Association of Insurance and Financial Advisors (NAIFA).
The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
Million Dollar Round Table (MDRT)
John is a 2015 qualifying/life member of the Million Dollar Round Table (MDRT). MDRT is The Premier Association of Financial Professionals. John Battaglia has qualified for Million Dollar Round table every year since 1978 (Qualifying/Life Member—1986-2015; Qualifying Member—1979-1985; Provisional Member—1978).
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's Mission
To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member 1986-2015
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 1979, 1982, 1984-1986, 1989-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 1978-1990, 1992-1994, 1996-1997, 1999-2000, 2003-2008
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
