We make it EASY to work with us whether you are financial representatives, tax professionals, or have your own RIA. Fortune Financial Services, Inc. works with you as you are.
Fortune Financial Services, Inc. offers most mutual funds and variable annuities, We have selling agreements with just about every top annuity and fund company in the industry. We give our advisors the flexibility to sell fixed annuity products directly through the carrier and you can work with your own RIA or with our affiliated RIA for professionally managed products.
We don’t dictate what products you should be selling. You should be able to run your business as best fits your clients without pressure to meet a product quota. Fortune supports your independence.
Access electronic sales submissions, Morningstar Annuity Intelligence research, and other tools to help you streamline your business. We offer options to integrate your tools to support your workflow.
We don’t inundate you with a bunch of hidden fees and charges. We are upfront with what you owe. You’ll never be faced with a surprise technology or other extra fees.
You can call our CEO or Chief Compliance Officer with a question, talk with our staff about a report you need, or just call to chat with us as many of our professionals do. We put you first.
Fortune allows you the flexibility to communicate with your leads and clients with unique websites and collateral that fits your needs. We can provide access to professional marketing services to help you build your brand materials.