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The Fortis Agency
(opens in a new tab)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.
Mother Know$ Best tip: You don’t always have to look for ways to MAKE more money.Start by redirecting the money you’re already spending.That subscription. That finished car payment. That expense you forgot you were still paying for. All are opportunities to save, without making another dollar.
Happy Birthday to our Co-Founder, Christine Cox-West! 🎉💙Thank you for your leadership, dedication, and everything you do for The Fortis Agency. We’re grateful to celebrate you today and wish you a year filled with happiness, success, and plenty of moments worth celebrating!Enjoy your day, Christine! 🥂
Welcoming the newest member of the Fortis family, Luca Manginelli! 💙 Born on September 25, this sweet baby boy is already so loved. Congratulations to the Manginelli family we’re so happy for you!
Happy birthday to Shane, our Brokerage Director at The Fortis Agency! 🎉Your knowledge, dedication, and the way you consistently show up for our team and our agency mean so much to all of us. We hope you have an incredible birthday and an even better year ahead!
One of the biggest misconceptions about buy-sell agreements is that they’re only about death.When you have business partners, you really want to think about the 4 D’s:DeathDisabilityDivorceDepartureA buy-sell agreement lays out what happens if one of these situations occurs, but having the agreement is only part of the conversation.The next question is: how do you actually fund the buyout when the unexpected happens?That’s an important piece of business planning that can easily get overlooked.The goal is to make sure the plan works when you actually need it.#BusinessPlanning #BuySellAgreement #BusinessOwners #BusinessPartners #lifeinsurance
Shane discusses term insurance for Life Insurance Awareness Month (LIAM) and breaks down why it can be a simple, affordable way to help protect the people who depend on you most. If you are an advisor or agent and looking an external resource to place business for your clientele, reach out!
Your baby’s first year flies by but it’s also an important time to get your financial foundation in place.✅ Update your beneficiaries✅ Review your life insurance coverage (and get coverage if you don’t have it)✅ Create or update your will✅ Set up a savings strategy for your child✅ Save for each child equally to keep things simple and intentionalTaking care of these five tasks can help protect your family, provide peace of mind, and set your children up for a strong financial future.Which one is still on your to-do list?
NETWORKING FOR A CAUSE 🤝Join us for an evening of networking and giving back at Bell Works!The Fortis Group Foundation is bringing our community together for a night dedicated to making meaningful connections while supporting a great cause.📅 October 14, 2026⏰ 5:30 PM📍 Bar Bella at Bell Works | Holmdel, NJ🎟️ $30 per ticket — includes food from Corbo & Sons✨ Sponsorship opportunities are also available!All proceeds will benefit the Fortis Group Foundation.Come connect. Come give back. Come be part of something bigger. 🎟️ Register here: www.eventbrite.com/e/networking-for-a-cause-tickets-1999633132528?aff=oddtdtcreator
Disability insurance is the coverage almost every client needs and almost no advisor brings up first.Next NAIFA New Jersey webinar tackles it head on: Protect the Paycheck, the DI conversation every advisor should be having.Christine Cox-West from our team at Fortis and Howard Udoff from Disability Insurance Services break down how to open this conversation and how to actually get it placed.Wednesday 9/2, 11am ET on Zoom. Attend live for a shot at a CE voucher worth up to 24 credits.Register here: njwebinar.naifa.org/webinar-registrationTag a producer who needs to hear this one.#disabilityinsurance #NAIFA #FinancialAdvisors
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.