Broker Check
Bill Fortin

Bill Fortin

Strategic Partnerships

Bill is our resident Medicare specialist and supports our clients in a variety of ways. He has been in the insurance industry since 1989; Bill started his career over 30 years ago as a Sales Rep for a leading Life carrier and has subsequently been involved in several insurance organizations. His experience in this field includes sales and marketing, strategic planning, agency development, and underwriting. Bill greatly enjoys identifying clients’ goals, advocating on their behalf to the optimal insurance companies to meet their needs, and writing policies that preserve wealth and mitigate risk. He is experienced in property and casualty (home and auto), commercial/business, Medicare, and life settlement/viatical insurance services. Bill regularly monitors changes in insurance rates and can provide alternative options if better coverage or lower rates are available. He welcomes questions about insurance and all conversations about golf.