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Tag: Annuities

Home Annuities
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Income Annuities

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Fixed Deferred Annuities

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© 2019 Fortis Lux Financial. All Rights Reserved.
 

Our Services

  • Private Client Group
  • Professional Athletes
  • Business Owners
  • Professionals & Executives
  • Millennial Strategies
  • Baby Boomers

Knowledge Center

  • Financial Planning
  • Wealth Management
  • Disability Income Insurance
  • Long-Term Care Planning
  • Home & Auto Umbrella Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Guaranteed Acceptance Life Insurance

Supervisory Office

277 Park Avenue, 44th Floor
New York, NY 10172
Phone (212) 578-0300

Member SIPC®
CRN202104-247045

Check the background of this financial professional on FINRA’s BrokerCheck

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  • Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.
    Member SIPC. www.SIPC.org Supervisory Office: 277 Park Avenue 41st & 44th Floor, New York, NY 10172. (212) 578-0300

Baby
Boomers

Baby Boomers

 

If you are already retired, we can review your existing plan and recommend
adjustments where feasible.

LEARN MORE

 

    • ✓ Financial managment in regular people terms
    • ✓ Student loan and debt management
    • ✓ Financial Planning and Wealth Management

 

    • Private
      Client Group

       

    • Professional
      Athletes

       

    • Business
      Owners

       

    • Professionals
      & Executives

       

    • Millennial
      Strategies

       

    • Check the background on this
      investment professional on

 

Millennial
Strategies

with Millennial Strategies

 

Our Millennial Strategies division, is our answer to the void in the financial services industry for a younger generation of clients who deserve answers to their questions, and services that match their needs in scope and affordability – faster than ever before.

LEARN MORE

 
 
 
 
 
 

  • ✓ Financial managment in regular people terms
  • ✓ Student loan and debt management
  • ✓ Financial Planning and Wealth Management
  •  

  • Private
    Client Group


  • Professional
    Athletes


  • Business
    Owners


  • Professionals
    & Executives


  • Baby
    Boomers


  • Check the background on this
    investment professional on

 

Professionals
& Executives

Professional & Executives

 

Our planning teams are deeply familiar with the needs of your evolving career. Whether you are evaluating a job offer, stock options or making benefits selections, we can advise you. A comprehensive approach means that we look at everything in concert, so that all of the gaps in your existing strategy can be identified and
addressed.

LEARN MORE

 
 
 
 
 
 

  • ✓ Comprehensive financial planning
  • ✓ Wealth management
  • ✓ Trusts and estate planning strategies
  •  

  • Private
    Client Group


  • Professional
    Athletes


  • Business
    Owners


  • Millennial
    Strategies


  • Baby
    Boomers


  • Check the background on this
    investment professional on

 

Business
Owners

Business Owners

 

Depending on where you are in the evolution of your business – from startup to growth to maturity to exit (through sale or succession), our business owners’ division can assist you with a broad suite of services.

LEARN MORE

 
 
 
 
 
 

  • ✓ Comprehensive financial planning
  • ✓ Wealth management
  • ✓ Trusts and estate planning strategies
  •  

  • Private
    Client Group


  • Professional
    Athletes


  • Professionals
    & Executives


  • Millennial
    Strategies


  • Baby
    Boomers


  • Check the background on this
    investment professional on

 

Professional
Athletes

Professional Athletes

 

With our help and guidance, you will make decisions with regard to the distribution of your wealth,
protecting the ones you love for generations to come, and to leaving the legacy you wish through philanthropic pursuits or other endeavors.

LEARN MORE

 
 
 
 
 
 

  • ✓ Comprehensive financial planning
  • ✓ Wealth management
  • ✓ Trusts and estate planning strategies
  •  

  • Private
    Client Group


  • Business
    Owners


  • Professionals
    & Executives


  • Millennial
    Strategies


  • Baby
    Boomers


  • Check the background on this
    investment professional on

 

Private
Client Group

Private Client Group

 

The Private Client Group at Fortis Lux serves to address the needs of high net worth individuals who face unique tax and estate planning challenges. If you have experienced financial success and wish to ensure that your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.

We listen carefully, conduct case consultations among multiple expert advisors, and simplify complex estate planning, tax mitigation and other business owner concerns, in order to show our clients the way forward.

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  • ✓ Individuals who potentially face substantial tax obligations
  • ✓ Individuals who seek to do legacy, estate and charitable planning
  • ✓ Individuals who have experienced (or anticipate) major liquidation events
  •  

  • Professional
    Athletes


  • Business
    Owners


  • Professionals
    & Executives


  • Millennial
    Strategies


  • Baby
    Boomers


  • Check the background on this
    investment professional on