Our Team

After graduating from the University of Arkansas Jake began his career in the insurance business in 1997 as a sales producer and later partnered with his Father, Joe Bailey in 2002. They worked alongside each other until 2010 when his father retired. After his father’s retirement, he focused on creating systems and serving agents to help elevate his captive agency to the next level.

Jake grew up in Fort Worth, TX where his business has thrived since 2010. He resides in Fort Worth with his wife Jade and their two sons.

Chris Shields is President of Shields Brokerage and a Managing Partner at Integrity Marketing Group.

In 1981, Shields Brokerage was founded in New Hampshire by Chris’ mother, Joe Anne Shields. Chris then followed in his mother’s footsteps by joining her successful agency in the early ‘90s.

When the under-65 health market had significant changes in the late ’90s, Shields Brokerage pivoted and re-engaged with the brokers as a resource for Medicare supplements, long-term care, annuities and benefit plans. In addition, they added life insurance to the brokerage in 2005.

Shields Brokerage still uses the basic principles that Joe Anne instilled when she founded the agency. The staff goes out of their way to make brokers successful and support them in their sales. By offering multiple lines of business, the team will make every effort to help the Medicare broker who may need a buy/sell for their best client or the life broker who needs to navigate a complicated LTC sale. One call puts them in touch with a team they trust.

Chris and his son, who is an Eagle Scout, volunteer with the Boy Scouts of America and help with several of the committees to support the local Scouting efforts. As a recent PADI-certified diver, Chris enjoys travels above and below the water, seeking new adventures with his family, and loves to explore the beauty of New Hampshire in his Jeep.

Joseph Fortunato is the President of The Health Insurance Place and a Managing Partner at Integrity.

Joe earned his Associate Degree in business in 1971, prior to entering the retail industry. Three years later, he was transferred from Pittsburgh to Johnstown, Pennsylvania to open a new retail location. He then obtained his Life, Health and Annuity License in 1979 and eventually joined the National Association of Health Underwriters, frequently meeting with federal and state representatives to discuss the health insurance industry.

Joe opened The Health Insurance Place in 1979, where the primary focus was on Medicare and supplemental plans, as well as annuity and life insurance policies. He has since added accident, critical illness, disability and worksite products to the company’s portfolio. Healthcare reform led to the creation of retail walk-in centers. Today, the agency provides exceptional support to brokers while catering to health insurance clients seeking group, individual, Medicare and supplemental plans — all in a personalized, caring and thoughtful way.

He lives in Johnstown, Pennsylvania with his wife, Barbara, and enjoys spending time with his grandkids whenever possible.

Joseph “Joe” Battaglia, Sr., is CEO of Senior Services of North America (SSNA) and a Managing Partner at Integrity.

Joe received a postcard in the mail talking about the Medicare insurance opportunity. The rest is history. As an accomplished speaker and resource, Joe has mentored and trained countless agents across the country to become top performers. He brings a true hands-on approach from his 20 years of field experience. Because of his experience building one of the largest insurance organizations in the Northeast, agents rely on his in-depth knowledge and expertise to propel their careers.

In addition to helping agents, Joe has lectured before thousands of people in various capacities. His lifetime pursuit of helping insurance agents prosper is why agents utilize his principles of success. He prides himself on the relationships he has built with agents, carriers, organizations and individuals he has helped. He is excited for the next phase of growth and is ready to take SSNA to even higher levels with Integrity.

Joe currently lives on Long Island, New York. One of his proudest accomplishments is having his wife and two children be part of the SSNA organization.

Joseph “Joey” Battaglia, Jr., is President of Senior Services of North America (SSNA) and a Managing Partner at Integrity.

In 2008, Joey began his insurance career and has never looked back. He has made it his mission to provide agents with what they need most — support, training and opportunities. Joey has introduced a variety of technology platforms for enrollment capabilities, marketing and training to give SSNA agents a competitive advantage. Providing those resources ensures SSNA agents can help more individuals secure the products and services they need.

Joey is always looking for innovative ways to better serve agents and help them work more efficiently. His vision and commitment to learning and growing together as a team have helped SSNA become an incredible family. Today, SSNA includes not only members of the Battaglia family, but a family of agents across the country — and the family grows larger every single day.

Joey lives on Long Island, New York, and his biggest passion is doing things together with his family — he wouldn’t have it any other way! He also enjoys traveling and running, and is committed to increasing his distances.

Joseph “Joe” Karam is President of American Health Plans and a Managing Partner at Integrity.

As the son of Lebanese immigrants, Joe learned the value of dedication and hard work early in life. In 2014, he began his own insurance business and built American Health Plans from his previous experiences and expertise in insurance and contact centers. Today, American Health Plans serves the health coverage needs of clients in more than 40 states, with a special focus on helping individuals and families get coverage through the Affordable Care Act.

Joe attributes much of the agency’s success to the strong core values established within the company. He and the dynamic team at American Health Plans have developed a proven model that’s based on treating every client they serve the way they would want to be treated.

Joe currently resides in the state of Michigan and part time in Florida. When he is not busy helping his team serve the needs of clients, he enjoys traveling, boating and playing golf.