Shane is an accomplished financial professional who brings a wealth of experience from his tenure at MetLife, Equitable, and AIG Retirement Services. With a strong background in the industry, Shane joins The Fortis Agency as a Brokerage Manager. His primary focus is to assist and support fellow advisors in meeting their clients’ diverse needs and achieving their financial goals. Shane is also deeply committed to his role as a Financial Advisor, prioritizing his clients and their families by implementing comprehensive retirement strategies that align with their unique needs. He currently holds the Series 6, 7, 24, and 65 securities licenses. Additionally, Shane holds life, health, and annuity insurance licenses, enabling him to provide comprehensive coverage tailored to his clients’ requirements. He earned his Bachelor of Communications degree from Monmouth University, further enhancing his ability to effectively communicate and connect with clients. Outside of work, Shane finds fulfillment in coaching basketball and baseball. He cherishes quality time spent with his wife, JoAnna, and their two children, Chloe and Cameron.
Get the support you need to keep your underwriting streamlined, the payouts you desire, and the strategies that will take your practice to the next level.
Access to Whole Life, Universal Life and Term Insurance through the best carriers in the industry.
Access to Individual Disability, Disability Buy Out, Business Reducing Term, Business Overhead and Key Man Coverage.
Provide your business owner clients benefits to help retain their employees including group life, disability, and ancillary products.
Our specialists will help you determine whether traditional LTC or hybrid policies are the best for your client's situation.
Access to Group Health Insurance Professionals that can handle the workload of large group health cases.
Access to experts in Custom Qualified Plan Design, Premium Financing, Buy-Sell Planning and much more!
101 Crawfords Corner Road, Suite 4125, Holmdel, NJ 07733
Phone : 7732-447-2925
Email : brokerage@thefortisagency.com