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The Fortis Agency Named Inaugural 100% Agency of the Year by NAIFA

Written by NAIFA Membership | 8/1/24 6:50 PM

The Fortis Agency Receives Inaugural 100% Agency Award at Apex/National Leadership Conference

The Fortis Agency, a leading financial services firm headquartered at the Bell Works complex in Holmdel, New Jersey, has been honored with the first-ever 100% Agency Award. This prestigious award recognizes firms where every member belongs to the National Association of Insurance and Financial Advisors (NAIFA), showcasing a collective commitment to professional excellence and ethical standards.

The Fortis Agency will receive the award at the upcoming Apex/National Leadership Conference, scheduled to be held in Phoenix, Arizona, this September. The new award highlights the significance of unified membership within NAIFA and acknowledges the dedication of firms that ensure all their advisors are part of the national association.

"We are incredibly proud to receive the inaugural 100% Agency Award," said Michael Manginelli, Founding Partner at The Fortis Agency. "This recognition underscores our unwavering commitment to the highest standards of professionalism and ethics in the financial services industry. We believe that our membership in NAIFA enhances our ability to serve our clients with integrity and expertise."

NAIFA President Tom Cothron commented, "We are pleased to honor The Fortis Agency and its advisors as a shining example of leadership within our community and our industry. 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 design.

As part of their commitment to NAIFA, The Fortis Agency has enrolled all their advisors in NAIFA’s grassroots advocacy programs, ensuring participation in both state and national advocacy activities. The agency has previously hosted the first "Networking with NAIFA" event at the historic Bell Works building, providing an engaging platform for financial services professionals to network and grow their businesses​.

For more information about the 100% Agency Award and the Apex/National Leadership Conference, please visit apex.naifa.org.

About The Fortis Agency The Fortis Agency is a premier financial services firm based in Holmdel, New Jersey. Dedicated to providing clients with personalized financial advice and solutions, The Fortis Agency prides itself on its team of highly qualified advisors committed to professional excellence and ethical conduct. Visit www.thefortisgency.com for more information.