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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.
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
PART 2| 🚨 ATTENTION BUSINESS OWNERS 🚨This is something you MUST listen to.Your business deserves a financial strategy that works just as hard as you do. Don’t wait until there’s a problem to start planning.Listen up. Your future depends on it. 👀#BusinessOwner #BusinessTips #FinancialPlanning #BuySellAgreement #KeyPerson EmployeeBenefits
Safe money doesn’t have to mean settling.We’re always looking for ways to help advisors find a little more for clients who prioritize protection and predictability.Right now, we have access to an enhanced 5-year fixed annuity opportunity at 6.15%* — combining principal protection, guaranteed growth and tax deferral.No need to overcomplicate it.If you have clients with safe money looking for a home, let’s talk.#Annuities #FinancialAdvisors #RetirementPlanning #SafeMoney #TheFortisAgency
🚨 ATTENTION BUSINESS OWNERS 🚨This is something you MUST listen to.Your business deserves a financial strategy that works just as hard as you do. Don’t wait until there’s a problem to start planning.Listen up. Your future depends on it. 👀🎧 Part 1 of 2 — stay tuned for Part 2.#BusinessOwner #BusinessTips #FinancialPlanning #BuySellAgreement #KeyPerson EmployeeBenefits
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
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.