The Fortis Agency

COMING UP! PLEASE REGISTER NOW!

Join us as we kick off 2025!

Please help us welcome Matt Simon, CFP? to The Fortis Agency! Did you know.... there are only 103,223 CFP?s (Certified Financial Planners)? Of those, only 6,595 are under the age of 30. To put it in perspective, there are over 1.3 Million attorneys in the US, of which about 52,000 are under 30 (Shout out to all our attorney friends and clients!) Matt Simon, right out of the gates, dedicated his career to financial services, quickly advancing in the profession. Earning his CFP? in his early 20's puts him in a class of its own. Matt specializes in working with professionals in the Healthcare market, specifically high-earning Medical Device Professionals. We're thrilled to welcome Matt to our team!!! #financialplanning #financialadvisor #FinancialFreedom #FinancialSecurity #FinancialSuccess #certifiedfinancialplanner #fortisfam #fortisstrong?Bell Works Christine A. Cox-West, LUTCF David West Michael Manginelli Michael A. DeVizio

What a great night in Atlantic City last week! Thank you to the partners of The The Fortis Agency for a fantastic dinner. Happy to be one of 4 advisors who qualified for a night in AC. Hopefully the first of many! #Retirementplanning #Insurance #Hardwork

September is Life Insurance Awareness Month, created and coordinated by Life Happens. This month and beyond, we’re committed to educating everyone about the importance of life insurance. https://hubs.ly/Q02NBNvg0 #GetLifeInsurance #LIAM24 #LifeInsurance #Insurance #NAIFAproud

We are thrilled to feature David McKnight, best-selling author of The Power of Zero and Tax-Free Income for Life, as a keynote speaker for our combined Apex and National Leadership Conference (NLC), September 19-21 at the Arizona Biltmore in Phoenix! In his session, "How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities," David will discuss the perils of tax-deferred investing and how a balanced, comprehensive approach to tax-free retirement can shield your clients from higher taxes down the road. Plus, get an exclusive preview of his upcoming book, "The Guru Gap," which explores the risks of taking retirement advice from Dave Ramsey, Suze Orman, and others. Don't miss this opportunity to enhance your tax-free planning strategies! Register now at https://hubs.ly/Q02KPqzR0. See you in Phoenix! #NAIFAproud #Insurance #Agent #Retirement #InsuranceAgent #APEX #NLC #FinancialSecurity #Tax #TaxPlanning #LifeInsurance #Annuities

This is going to be an amazing event! You won’t want to miss it! Register here!

Will we see you at Apex? NAIFA's Apex and National Leadership Conference promise an exciting blend of education, motivation, and unmatched networking opportunities. Picture yourself at the exquisite Arizona Biltmore from September 19-21, gaining insights from industry experts and connecting with the brightest minds in financial services. This is more than a conference—it's an opportunity to elevate your career and leadership journey. Secure your spot and redefine your professional path! https://hubs.ly/Q02KCDw50 #NAIFAproud #Insurance #Agent #Retirement #InsuranceAgent #APEX #NLC #FinancialSecurity

Check out Partner, David West’s interview with Jan-Michael McClintic on the Garden State Growth Show! #dogoodwithgoodpeople #fortis #realbroker

Check out Partner, David West’s interview with Jan-Michael McClintic on the Garden State Growth Show! #dogoodwithgoodpeople #fortis #realbroker