Stronger Together: Partner With Fortis Planning

Give your clients peace of mind. We’ll got the tools to track, communicate, andkeep you in the loop.

How It Works:

  • Sign Up Once

    Register as a partner and we’ll keep your information handy for seamless tracking.

  • Submit Referrals Easily

    Use a quick, secure form to share your client’s info. No messy emails or sticky notes.

  • Get Automatic Updates - If Wanted

    From first contact to signed documents, you’ll always know where your referral stands.

  • Build Trust With Your Clients

    Show them you’ve connected them to a proven system that keeps everything moving.

Why Join the Partner Program?

  • Clear Communication: Automated updates keep you informed.

  • Professional Tracking: No more wondering if we received your referral.

  • Simple Systems: One easy portal for submitting

  • Client Confidence: Your clients will thank you for connecting them to a transparent process.

  • Recognition: Top partners spotlighted in newsletters and events.

Getting Started

We have made it easy for you!

1. Sign up as a Referral Partner

2. Submit a Referral who could benefit from protecting their assets and preserving their wealth.

Let’s work together to secure legacies and protect assets across America!

1. Sign Up As A Referral Partner

2. Submit A Referral

Fortis Planning, LLC is not a law firm and does not provide legal advice. All documents are reviewed by licensed attorneys in the appropriate state.

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