WHO WE ARE
Fortuna Finance and Insurance Solutions delivers flexible and affordable protection tailored by experts for our client’s financial needs.
We provide financial strategies, life insurance, and accident & health insurance products with carefully selected prestigious insurance companies.
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Fortuna Finance and Insurance Solutions is a group of independent agents who can personalize customer service and focus on an individual, business owner or group’s needs as their highest priority.
We work with top-rated insurance companies to provide you with coverage designed specifically for your needs.
PACKAGES WE SUPPLY
For all of your financial needs
ANNUITY
Protection from downside market risk
Annuity/ IRA / 401K
Financial tax-deferred savings*, growth, and income. A fixed indexed annuity that offers strong income and growth potential, plus liquidity. This versatile product includes a built-in income and death benefit rider at no additional charge.
LIFE INSURANCE PACKAGE
Positioning life insurance as an asset in a financial strategy
Life Insurance
Whole Life, Universal Life
Fixed Indexed Universal Life
- An income-tax-free death benefit
- Guarantees within the accumulation
- Protection from market volatility
Term Insurance
LONG-TERM CARE
Protection against financial catastrophe due to the cost of nursing home and home health care
Recurring premium whole life
Single premium
Return of premium
Annuity funding
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INSURANCE PRODUCT BY CLIENT
Giving You Peace of Mind
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INDIVIDUAL
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Annuity/Retirement Plans(IRA, 401K rollover, SEP IRA, tax-deferred plans)
Financial tax-deferred savings*, growth, and income. A fixed indexed annuity that offers strong income and growth potential, plus liquidity. This versatile product includes a built-in income and death benefit rider at no additional charge.
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Life Insurance
- Whole Life
- Universal Life
- Fixed Indexed Universal Life
- Term Insurance
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Disability Insurance
Income and financial protection in the event of death or disability.
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Health Insurance
Financial protection for you and your family in the event of sickness, injury or hospitalization.
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Long-Term Care Insurance
Protection against financial catastrophe due to the cost of nursing home and home health care.
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BUSINESS/GROUP
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​Retirement plan(DC plan) and Life Insurance
Income and financial protection in the event of death or disability to owners (buy/sell), key employees, or group plans.
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Group Health Insurance
Financial protection for your employees and their families in the event of sickness, injury or hospitalization.
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TAX/Legal consulting affiliates are available
NEED MORE DETAILS? CONTACT US
Contact Fortuna Finance and Insurance Solutions today! We want to take care of you and have the expertise to do so. Let us know what your specific needs are, and we’ll compile the best insurance package suited to you.
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If you have any questions, please simply fill in the information to the right, click submit, and a Fortuna Financials agent will get back to you shortly. Your privacy is important to us. Any information you provide in this message is encrypted and secure.
We are here to assist. Contact us by phone, email or via our Social Media channels.
Fax 858-348-5567