Congrats to Chris for making the 2021 Forbes Top Financial Security Professionals list!
Posted by Atlantic Planning Group @ 4:20pm on November 9, 2021
Chris is honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. He entered this industry to help his clients protect what matters most. To be recognized as one of only 250 professionals by Forbes validates all the work that he does for his clients. For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
Congrats to Chris on the 2021 Million Dollar Roundtable!
Posted by Atlantic Planning Group @ 3:15pm on April 9, 2020
Congratulations to Chris Battersby for qualifying for MDRT’s Top of the Table. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Chris is now a Qualifying and Life member with 27 years of membership in MDRT and 8 years in Top of the Table. Absolutely outstanding!
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Congratulations to Chris, Jason, and Mike!
Posted by Atlantic Planning Group @ 3:15pm on April 9, 2020
Congratulations to Chris Battersby, Jason Vanderstreet, and Mike Broderick for achieving the 2021 Boston Five Star Wealth Manager award! They are truly honored to receive this award and would like to thank everyone who nominated them this year!
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Coronavirus Aid, Relief, and Economic Security ("CARES") Act Est. $2.2 Trillion Financial Backstop to U.S. Economy in Time of Crisis
Posted by Atlantic Planning Group @ 3:15pm on April 9, 2020
This Eye on Washington article discusses key stimulus provisions of the recently enacted $2.2 trillion CARES Act. The article also provides an overview of the SBA Paycheck Protection Program (PPP) that can be utilized by small businesses, as well as Individual Income tax items including the 2020 rebates and enhanced qualified plan distribution and loan provisions.
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Atlantic Planning Group Experiences Continued Growth
Posted by Atlantic Planning Group @ 9:55am on March 29, 2018
Michael Broderick and Chris Battersby, founders of Atlantic Planning Group, have recently hired two new financial advisors, Duke Martin and Chris Eppich, to join their growing firm.
“We are delighted to have Duke and Chris join the Atlantic Planning Group team,” said Broderick. “Their experience serving individuals and business owners is a great asset to our company and community.”
Prior to joining the firm, Duke Martin earned his Bachelor of Science in finance and marketing from Boston College in 2001 and went on to earn two designations from the American College...
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Five Star Professional Recognizes Atlantic Planning Group
Posted by Atlantic Planning Group @ 4:20pm on March 7, 2018
Atlantic Planning Group is delighted to announce that Michael Broderick, Christopher Battersby, Jason Vanderstreet, and Duke Martin have all been selected as Five Star Wealth Managers.
Five Star Professionals partnered with Boston Magazine to seek out wealth managers that provide the highest level of service to their clients. Winners of this great achievement are featured in both publications.
The Atlantic Planning Group team is very honored to receive this award. It is the seventh consecutive year that Michael Broderick and Christopher Battersby are being recognized as Five Star Wealth Managers, the fourth consecutive year Jason Vanderstreet has been recognized, and Duke Martin is a first-time recipient of the award.
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Five Star Professional Recognizes Atlantic Planning Group
Posted by Atlantic Planning Group @ 3:00pm on August 26, 2017
Five Star Professional is delighted to announce that Jason Vanderstreet, Michael Broderick, and Christopher Battersby of Atlantic Planning Group have all been selected as Five Star Wealth Managers.
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Atlantic Planning Group Advisors Named to New York Life's Council
Posted by Atlantic Planning Group @ 3:00pm on August 26, 2017
Chris Battersby and Michael Broderick have been named members of the 2017 Chairman’s Council of New York Life. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.
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Michael Broderick Earns Retirement Income Certified Professional® (RICP®) Designation
Posted by Atlantic Planning Group @ 2:50pm on April 24, 2017
Michael Broderick, Managing Partner, Atlantic Planning Group has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, Bryn Mawr, PA.
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