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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.
Think a health issue means your client can’t get life insurance?Don’t assume. Underwriting isn’t always as black and white as it seems.Sometimes knowing where to take the case makes all the difference.#LifeInsurance #Underwriting #InsuranceProfessionals
Happy Birthday, Kate! Wishing you the happiest birthday and an incredible year ahead. You are such an amazing asset to Fortis, and your hard work, dedication, and positive energy never go unnoticed. Thank you for everything you do and for the impact you make on our team every day. I hope this year brings you so much happiness, success, and everything you deserve. Enjoy your special day!
3 money myths we’re talking about in the very first episode of Mother Know$ Best 👇💸 “I’ll start saving when I have more money.”💸 “My spouse handles the finances, so I don’t really need to know what’s going on.”💸 “Only the primary earner needs life insurance.”Here’s the truth: every mom should understand her family’s financial picture.Whether you’re the primary earner, a stay-at-home mom, or somewhere in between, knowing where your family stands financially isn’t optional.We’re breaking down the money conversations moms often avoid, the misconceptions that can leave families vulnerable, and the financial moves that actually matter.Because financial confidence shouldn’t belong to just one person in the household.🎙️ Episode 1 of Mother Know$ Best is officially here.#MotherKnowsBest #MomFinance #FinancialTipsForMoms #MoneyMindset #FinancialPlanning WomenAndWealth
What if your client could plan for long-term care…without feeling like they’re buying something they may never use or stuck with an annual bill?That’s what makes LTC fixed annuities so interesting.Potential for enhanced LTC benefits. Inflation protection. Very light underwriting. And an account value that remains theirs.It’s another great example of why we need to stop thinking only about products and start thinking about solutions.At The Fortis Agency, we help advisors find the right tool for the client sitting in front of them.#LongTermCare #Annuities #LTCPlanning #FinancialAdvisors #TheFortisAgency
Think an annuity means locking up your money for 10 years? Think again. Annuities come with a variety of surrender periods, including options with commitments as short as 2 years.It’s not always about finding the longest rate. It’s about finding the right fit for the client.#Safe Money #Annuities #FinancialPlanning #InsuranceProfessionals
One of the biggest myths in financial planning:The wealthier you become, the less you need life insurance.In many cases, the opposite is true.High-net-worth individuals and families often use life insurance as a strategic planning tool not just for protection, but for estate planning, tax-efficient wealth transfer, creating liquidity, and preserving a legacy.As wealth grows, protecting it becomes just as important as building it. When structured properly, life insurance can play a valuable role in an overall financial plan.
When insurance options are seeming impossible to find due to health history, what do you do?In this video, Shane explains his Quick Quote Shop approach and how it helps brokers explore additional coverage options for clients with complex medical situations.Sometimes, having another path to explore can make all the difference.#insurancebrokerage #LifeInsuranceQuote #Underwriting #Clientele #Efficiency
7 years ago, The Fortis Agency was just an idea. Today, it’s a legacy in the making.Seven years of growth.Seven years of resilience.Seven years of changing lives.Seven years of building something bigger than ourselves.
Meet Mary. One day she was a healthy teenager. And the next, she was diagnosed with a severe case of Guillain-Barré Syndrome which resulted in full body paralysis and a coma. Earlier this year, Mary walked out of Children’s Specialized Hospital. And last month, she walked on stage at our Charity Golf Outing and beautifully shared her story. We were honored to be Mary’s public speaking debut for CSH!If you weren’t able to attend our outing, but would like to support Children’s Specialized Hospital Foundation, click the direct donation link in our bio from Jack and Jacob’s pre-outing fundraiser!This video contains music from Shutterstock, licensed by Splice video editing app.
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.