NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
As NAIFA members, The Fortis Agency advisors will subscribe to NAIFA’s Code of Ethics and participate in NAIFA-New Jersey’s Legislative Day and NAIFA’s annual Congressional Conference. They will contribute to NAIFA’s powerful advocacy voice in New Jersey and at the federal level. The Fortis Agency advisors will also enjoy all the other benefits of membership, including professional development programming and be featured in NAIFA’s Advisor Today media platform.
“We are pleased to welcome the Fortis Agency and its advisors to our community of NAIFA advisors,” said NAIFA President Tom Michel, LACP. “The advisors of the Fortis Agency are highly successful professionals, who reflect well on our industry as they help their clients achieve financial security and prosperity. They are exactly the type of members who make NAIFA the premier association for insurance and financial professionals in the United States.”
The Fortis Agency is a team of wealth advisors and insurance specialists who combine legal, tax, and financial expertise to provide access to the highest quality insurance products across the industry. These include life insurance, disability insurance, group health insurance, long-term care planning, worksite employee benefits, buy-sell planning, wealth management, and custom qualified plan designs.
“The Fortis Agency appreciates all of the great work that NAIFA does to promote our industry and the success of insurance and financial professionals and we want to actively do our part,” said Fortis Agency Partner Christine Cox-West. “We believe every advisor at The Fortis Agency should be an engaged NAIFA member, which is why we’ve committed to being a NAIFA 100% Agency. This is an exciting initiative that The Fortis Agency founders have undertaken on behalf of our advisors to help them excel and further differentiate themselves in the market.”