Who do you work with?

Young couples who are looking to start or grow their families

What can I expect if I book a meeting?
  1. You can expect to spend approx. 30 minutes with one of our experts. On this initial consultation we will go over
    1. Your insurance needs
    2. Your financial goals
    3. Your savings vs spending habits
  2. At the end of our call, we will mutually decide if we want to continue our conversation or part ways as friends. Either option is totally fine with us! 
Are you a fiduciary?
Yes, we are! We only think of your best interest when making recommendations
What insurance do you provide?
Most people are severely underinsured and don’t even know it. Some may say ignorance is bliss but, in this instance, ignorance can be tragedy. We make recommendations for life insurance and paycheck protection (disability insurance)
Do you represent any companies?
We do not! We are entirely independent which means that you will get unbiased advice. We represent our clients to make sure they get the best, most suitable financial products on the market.
What companies do you work with?
We have contracts with approx. 50 different insurance carriers that all serve different purposes. This gives us the flexibility to be nimble when putting our clients with insurance companies.
Do I need a minimum amount of money to work with you?
While we do have minimums, they certainly aren’t nearly as high as some of the other guys/gals on the street
Why would I want to work with you?
We take the time to understand your needs, wants, and wishes. We do not practice any kind of “hard selling” techniques on our clients and potential clients. We will simply figure out if we are a good fit and what that fit might be.

Put You & Your Family in Good Hands

The Fortis Agency | (732) 993-5255 | 101 Crawfords Corner Road | Holmdel, NJ 07733