Business Details
19 Years
experience
Trusted Insurance Solutions for Agents Nationwide
Fortress Brokerage is a National Master General Agency dedicated to providing individual insurance products to Regional BGAs, IMOs, and Insurance Agents. Our expertise lies in designing, illustrating, case managing, and underwriting Life Insurance, Long-Term Care, Disability Income, Annuities, and Accident and Sickness policies. We prioritize improving client profitability through advanced case design, comprehensive education, and high-touch case management. Our team includes on-staff financial professionals and partner firms offering turnkey programs. We provide digital solutions for applications, signatures, and policy delivery, alongside 24/7 access to contracting forms, applications, and underwriting tools.Our services include impaired risk support, guaranteed issue options, and specialized financial tools like WinFlex for registered agents. We emphasize transparency, client-centric support, and industry-leading expertise to meet diverse insurance needs. Our mission is to empower agents with resources to deliver tailored solutions while maintaining compliance and ethical standards. With decades of combined experience, we serve as a trusted partner in the insurance industry.
Services
Estate Planning
Business Planning
Charitable Concepts
Personal Insurance
Life Insurance Quotes
Details
- Year established: 2007
Highlights and features
- We offer over 20 years of experience in insurance services.
- Our team includes certified financial consultants and planners.
- We provide 24/7 digital access to applications and tools.
- Our underwriting support includes impaired risk solutions.
- We specialize in advanced estate and business planning concepts.
What people say
Expert case management
Advanced planning tools
Responsive support
Tailored insurance solutions
Industry expertise
Services
Estate Planning
Estate planning assesses estate value and tax implications, offering freezes to transfer company value to heirs. Life insurance integration reduces tax burdens and frees capital for retirement. Our experts provide tailored strategies for complex estate needs.
Business Planning
Business planning leverages IRS Section 303 to redeem stock for estate taxes without dividend tax consequences. We design solutions to ensure liquidity for business succession and tax obligations while maintaining operational stability.
Charitable Concepts
Charitable planning uses life insurance to replace wealth given to charity, preserving beneficiary inheritances. We specialize in CRATs, CRUTs, and donor-advised funds to align philanthropy with estate goals.
Personal Insurance
Personal insurance includes Special Needs Trusts to protect government benefits and provide supplemental income. We address rising disability-related costs through customized policies ensuring long-term financial security.
Life Insurance
Life insurance services cover term, whole, and universal policies. We offer case management, impaired risk solutions, and digital tools for policy illustration and underwriting to meet diverse client needs.
People
Michael A. Baratta
President
Michael founded Fortress Brokerage in 2007 after selling a $160M manufacturing company and a financial services firm. He holds ChFC and CLU designations and has over 30 years of industry experience.
Ashleigh White
Direct Life Sales
Ashleigh joined Fortress in 2015 with a background in journalism and political science. She is pursuing ChFC and CFP certifications and specializes in advanced insurance concepts and agent relationships.
Lindsay McCain
Operations Manager
Lindsay has worked with Fortress since 2006, managing operations and client relations. She holds a marketing degree from Kennesaw State University and focuses on team coordination and client satisfaction.
Monica Danciu
New Business Associate
Monica transitioned to insurance from banking and mortgage industries. With 20+ years of experience, she specializes in new business development and leverages cross-industry expertise to support agents.
Katie Brown
Case Manager
Katie has 20+ years of life and disability insurance experience. She joined Fortress in 2023 after a career at The Hartford, specializing in case management and underwriting for complex policies.
Questions
What insurance products does Fortress Brokerage Solutions offer?
We offer Life, Long-Term Care, Disability Income, Annuities, and Accident & Sickness policies for individuals and groups.
How can agents access your services?
Agents can register on our website for 24/7 access to applications, contracting forms, and underwriting tools.
Do you provide estate planning support?
Yes, we offer estate freezes, trust programs, and tax-efficient strategies to protect client assets.
What underwriting tools are available?
We provide WinFlex software for policy illustrations, informal risk assessments, and digital application processing.
Are there continuing education resources?
Yes, we offer AML training, CE programs, and financial advisor libraries for registered agents.
How do you support charitable planning?
We specialize in CRATs, CRUTs, and donor-advised funds to align philanthropy with estate goals.
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