Insurance infrastructure. Built for advisors who expect more.
A concierge insurance platform for advisors and firms who treat insurance as part of the plan, not just a product.
One platform. Complete integration.
FSP specializes in insurance solutions, but we don't operate in isolation. As part of the Fortis ecosystem, we help advisors connect insurance planning with the broader financial strategies their clients depend on.
Our team brings decades of experience across wealth management, financial planning, insurance, and tax strategy. We believe insurance works best when it's woven into the broader financial plan, and we help advisors bring that thinking to every client relationship.
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Comprehensive insurance infrastructure
From advanced case design to concierge operations, we provide the full platform your practice demands.
Life Insurance & Advanced Case Design
Sophisticated case design for high-net-worth and business planning needs.
Annuity Distribution
Access to a full annuity marketplace with streamlined, dedicated processing.
Advanced Markets
Estate, business, and tax-informed strategies that demand a higher degree of sophistication.
Underwriting & Case Management
Experienced advocacy that shepherds every case from application through delivery.
Concierge Operations
Licensing, contracting, and back-office support handled by people who know you by name.
RIA Insurance Integration
A full insurance department for RIA firms, without building the infrastructure.
Partnership starts with a conversation.
Independent advisors
You've built your practice on your terms. We provide the insurance infrastructure of case design, underwriting advocacy, and back-office support, so you can deliver more without adding overhead.
Career-system advisors
If your platform allows outside insurance business, FSP is your concierge partner for the cases your system can't reach, with senior-level attention on every one.
RIA firms
Bring insurance into your planning practice without hiring for it. We operate as your insurance department, aligned with your fiduciary approach.
The future of advice is integrated.
Most insurance platforms were built for product distribution. We were built for planning integration.
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