Broker Check
Alex Batista

Alexander has over 25 years of experience as a business and employee benefits consultant. Our services are designed to guide employers through the complexity of planning, compliance, communicating, and managing a successful employee benefits program. As a member of NAHU, NALU and several estate planning councils he is constantly keeping abreast of current tax and economic issues affecting employee benefits and business insurance planning. He has earned a “Fellowship” in advanced business planning from LUTCF, and has been a qualifying member of the MDRT*. He is CMS certified in FFM and SHOP enrollment in the healthcare marketplace, as well as Medicare advantage plans.

Our role in benefits consulting has changed with the adaption of health care reform. As an advisor, our responsibility is no longer primarily limited to evaluating and recommending carriers, plan options, and funding strategies. In today’s market, our role begins with ensuring our clients understand the impact of health care reform and formulating a benefits strategy that is in-line with reform, organizational culture, and financial objectives.

* To qualify for the MDRT, members must meet a certain level of premium, commission or income during the year. For details please visit