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The Fortis Agency
Our partners founded The Fortis Agency with a two-fold mission. First, is to bring the highest quality financial products and strategies to our clients. Second, is to empower financial advisors and brokers around the country to do the same.
June is Annuity Awareness Month.![]()
The best annuity isn’t the one with the highest rate.![]()
It’s the one that solves the client’s biggest problem.![]()
At The Fortis Agency, we help advisors find the right annuity solution for every client situation.![]()
Independent Advisors + The Fortis Agency = Better Client Outcomes.![]()
#AnnuityAwarenessMonth #Annuities #RetirementIncome #TheFortisAgency
It’s almost here! If you haven’t registered yet, make sure to get in on the action for one of the best outings around. More importantly, all proceeds benefit Children’s Specialized Hospital Foundation. ![]()
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We also have a Ladies Clinic if you aren’t ready for 18 holes. Beginner men are also welcome! ![]()
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Link in Bio!![]()
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@childrensspecnj @autolandtoyota
Proud Sponsors of the Morris County Chamber of Commerce where they help NJ businesses grow!![]()
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Thank you to our friend and incredible long time member of the chamber, Vince Egan, for a fantastic day. And of course much laughter and camaraderie with @lala11jn and @michaelmarchese14 !!!!![]()
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@runvince262 @morrischambernj @springbrookcountryclub
What makes Fortis different is that we’re advisors first. Rather than simply placing business, our team works alongside brokers to develop thoughtful, customized risk management and insurance strategies that align with each client’s goals.![]()
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Because we understand both the advisory and brokerage sides of the business, we’re able to provide brokers with the expertise, resources, and support needed to confidently implement solutions for their clients. We focus on collaboration, education, and long-term strategy not just transactions.![]()
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Our approach helps brokers strengthen client relationships, uncover opportunities, and deliver more value at every stage of the process. At Fortis, we’re not just helping place policies we’re helping brokers become trusted advisors to their clients.
✨Join us in wishing the happiest of birthdays to Sarah!We are grateful to have her as part of the Fortis family and appreciate the impact she makes every day. Her commitment to helping others, willingness to go the extra mile, and team-first attitude embody exactly what we’re all about! 🎉
Monthly Misconceptions 💼📈![]()
A quick segment with Tommy breaking down common misconceptions about turning your retirement savings into income and distributing your wealth back to yourself.
Welcome back to the Brokerage Brief at The Fortis Agency with Shane. Today we’re talking buy-sell planning and why every business owner needs a succession plan in place.
Honoring the brave. Remembering the fallen. 🇺🇸![]()
Today and every day, we are grateful for the heroes who made the ultimate sacrifice for our freedom.![]()
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Wishing you and your family a safe and meaningful Memorial Day.![]()
— The Fortis Agency ❤️🤍
Mike & Mike at the PGA Championship ⛳️![]()
Big thanks to Pacer Investments for an incredible day.
The Fortis Elite Club took on New York City 🗽✨![]()
Celebrating our people the right way starting at The Beekman Hotel, an unforgettable dinner at Delmonico’s, unwinding at QC NY Spa, and ending the night at Nobu.![]()
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Taking care of our people is what we do.![]()
Congratulations to the Fortis Elite 🥂 Can’t wait for next year!
About us
Our partners met at a previous firm in 2012. After successful careers, they decided to create a firm to better serve clients and advisors. Fortis means “strong”. The Fortis Agency delivers strong financial strategies to clients and advisors.
Our mission
Our partners found The Fortis Agency with a two-fold mission. First, is to bring the highest quality financial products and strategies to our clients. Second, is to empower financial advisors and brokers around the country to do the same. Our goal is to do good with good people.