About Us
Fortis Financial Group is a modern Life Insurance IMO specializing in teaching cash value accumulation, Advanced Markets planning, and agent development. We exist to give independent agents the training, tools, and strategic frameworks normally reserved for high-level financial professionals.
Our focus is simple:
Help agents learn, present, and implement bigger, smarter, long-term wealth strategies for their clients using accumulation-driven life insurance. We don’t compete in the “basic policy” marketplace.
We elevate agents into the We elevate agents into the world of Wealth Accumulation, Income Protection, and Infinite Banking and Strategic Leverage using our proprietary system, the Fortis Wealth Diamond Blueprint.
If you’re looking for an IMO built for the future of Advanced Market sales, you’re in the right place.
Our Mission
Our mission is to raise the standard of what life insurance agents can offer by equipping them with the knowledge, confidence, and structure needed to operate successfully in Advanced Markets.
We are committed to:
Delivering clear, repeatable wealth-planning systems
Teaching agents how to communicate advanced strategies simply
Helping agents write larger, more meaningful accumulation cases
Elevating agents into highly trusted financial guides
Fortis Financial Group exists to help agents grow professionally, strategically, and financially.
Fortis Financial Group is where agents
become wealth-planning professionals.
Our Channels
To support agents at every level, Fortis Financial Group is structured around three core divisions:
Direct Independent Agent
Designed for independent producers who want hands-on training, case design support, and a proven system for selling accumulation-focused life insurance. Perfect for agents who want to elevate their skillset and income immediately.
Direct Independent Agency
Built for leaders growing a team. We provide Advanced Markets contracting, training, simplified development tracks, and scalable systems that help agencies grow with consistency and confidence.
Wholesale
Ideal for established organizations that want access to the Fortis Wealth Diamond Blueprint, Advanced Market support, and case design expertise while keeping their own brand. This channel provides agencies with leverage without compromising their independence.
It only takes a minute to send in your application and begin your journey with Fortis Financial Group!
Fortis Financial Group
© 2026