Balaji Sathrugnan

Balaji Sathrugnan joined Fortis Lux Financial in June 2020 to further expand his life insurance expertise and knowledge of the financial services industry. He also saw a great opportunity to leverage his international experience in order to increase the firm’s stake within the South Asian Market.

He specializes in life insurance and retirement products and has a command of retail and corporate client requirements. At Fortis Lux, his focal point has been on the customization of retirement benefits and financial strategies for business owners. Attending to high net worth and salaried individuals, he’s carefully guided clients to achieving some of their high priority financial goals.

“I like how the staff (that are) involved in the operational tasks, stand out in efficiently handling client inquiries at Fortis”, Balaji says. This is part of what drew him to the firm- having experienced success for over fifteen years in life and retirement planning sales, he believes that the “client is king” (or “queen”) of the financial services domain. Fortis Lux provides him with a conducive work arrangement, flexibility and optimal alternatives based on unique client requirements.

Balaji knows himself to be a self-driven and perseverant person. His strength is to build and develop new relationships, nurturing them with efficacy and humility.

An ardent cricket and tennis fan, Balaji has followed both sports since early childhood. Now, he coaches for his son - Sachin Tendulkar, who’s namesake is a famous cricket player from Balaji’s youth. They currently reside in Princeton, New Jersey. A family of four, they not long ago, discovered their new charming home.

Includes:

Insurance Solutions

Risk Management Strategies

Estate Conservation Strategies

Business Owners

Wealth Accumulation Strategies

Group Benefits

Retirement Income Planning

College Funding Strategies

Languages:

Engalish

More information

What's my service process?

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain oncourse as life unfolds.

·      Analyze. Before I recommend any productor service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.

·      Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

·      Implement. If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
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·      Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals. I can help you with many of your financial needs. It is important to note that Financial Professionals are only able to provide certain services if they are licensed to do so in your state.

MM202508-302381

How do I work with my clients?

I take a collaborative and comprehensive approach to financial services, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.
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CRN202506-2546102

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