The Fortis Agency

The Fortis Agency 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.

Disability insurance is the coverage almost every client needs and almost no advisor brings up first.Next NAIFA New Jers...
09/01/2026

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: https://njwebinar.naifa.org/webinar-registration

Tag a producer who needs to hear this one.

08/27/2026

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. 👀

EmployeeBenefits

Safe money doesn’t have to mean settling.We’re always looking for ways to help advisors find a little more for clients w...
08/26/2026

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.

08/21/2026

🚨 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.

EmployeeBenefits

08/18/2026

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.

Happy Birthday, Kate! Wishing you the happiest birthday and an incredible year ahead. You are such an amazing asset to F...
08/14/2026

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!

08/13/2026

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.

WomenAndWealth

What if your client could plan for long-term care…without feeling like they’re buying something they may never use or st...
08/12/2026

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.

08/11/2026

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.

Money

08/07/2026

He makes the rules 🤷🏻‍♂️🐶

Address

101 Crawfords Corner Road, Suite 4125
Holmdel, NJ
07733

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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