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Father & Son

FORTUNA FINANCE AND INSURANCE SOLUTIONS

Your Trusted Source for the Best Annuity, Life Insurance and Long-Term Care

 

WHO WE ARE

Fortuna Finance and Insurance Solutions delivers flexible and affordable protection tailored by experts for our client’s financial needs. 

We provide financial strategies, life insurance, and accident & health insurance products with carefully selected prestigious insurance companies. 

Fortuna Finance and Insurance Solutions is a group of independent agents who can personalize customer service and focus on an individual, business owner or group’s needs as their highest priority.


We work with top-rated insurance companies to provide you with coverage designed specifically for your needs.

Businessman
 

PACKAGES WE SUPPLY

For all of your financial needs

Piggybacks
Young and Happy
Young Guy Outside

ANNUITY

Protection from downside market risk

Annuity/ IRA / 401K
Financial tax-deferred savings*, growth, and income.  A fixed indexed annuity that offers strong income and growth potential, plus liquidity. This versatile product includes a built-in income and death benefit rider at no additional charge.

LIFE INSURANCE PACKAGE

Positioning life insurance as an asset in a financial strategy

Life Insurance

  • Whole Life, Universal Life

  • Fixed Indexed Universal Life 

      - An income-tax-free death benefit 

      - Guarantees within the accumulation 

      - Protection from market volatility

  • Term Insurance

LONG-TERM CARE

Protection against financial catastrophe due to the cost of nursing home and home health care

  • Recurring premium whole life

  • Single premium 

  • Return of premium

  • Annuity funding 

 

INSURANCE PRODUCT BY CLIENT

Giving You Peace of Mind

INDIVIDUAL

Annuity/ IRA / 401K

Financial tax-deferred savings*, growth, and income.  A fixed indexed annuity that offers strong income and growth potential, plus liquidity. This versatile product includes a built-in income and death benefit rider at no additional charge. 

Life Insurance

- Whole Life 

- Universal Life

- Fixed Indexed Universal Life 

- Term Insurance

Disability Insurance

Income and financial protection in the event of death or disability. 

Health Insurance

Financial protection for you and your family in the event of sickness, injury or hospitalization.

Long-Term Care Insurance

Protection against financial catastrophe due to the cost of nursing home and home health care.

BUSINESS/GROUP

​Life Insurance & Disability Insurance

Income and financial protection in the event of death or disability to owners (buy/sell), key employees, or group plans.

Group Health Insurance

Financial protection for your employees and their families in the event of sickness, injury or hospitalization.

  • TAX/Legal consulting affiliates are available 

 

NEED MORE DETAILS? CONTACT US

Contact Fortuna Finance and Insurance Solutions today! We want to take care of you and have the expertise to do so. Let us know what your specific needs are, and we’ll compile the best insurance package suited to you.

If you have any questions, please simply fill in the information to the right, click submit, and a Fortuna Financials agent will get back to you shortly. Your privacy is important to us. Any information you provide in this message is encrypted and secure.

We are here to assist. Contact us by phone, email or via our Social Media channels.

Main office: 4583 Mercury Suite #E, San Diego, CA 92111

North office: 11440 West Bernardo Court, Suite 300, San Diego, CA 92127

Phone/Voice msg 858-312-1017

Fax 858-348-5567