The Fortis Agency of Holmdel, New Jersey, Becomes the First 100% NAIFA Agency

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All of The Fortis Agency's advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under a new agency-wide membership program.

The advisors of the Fortis Agency are exactly the type of members who make NAIFA the premier association for insurance and financial professionals.

The National Association of Insurance and Financial Advisors (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 will 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.”

ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels. Visit https://belong.naifa.org/

ABOUT 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. Our goal is to do good with good people. Visit https://thefortisagency.com.

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Mark Briscoe
NAIFA
703-770-8111
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