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Nov 7, 2017

Keith Michelfelder

Responsibilities  

Keith is the liaison between the broker dealer -RIA network and Fortress Brokerage Solutions. In addition, Keith designs individual and corporate advanced planning solutions.

Experience

Keith spent over 20 years in the securities industry where he assisted high net worth private clients by offering a diverse investment suite as well as advanced planning. His prior experience in the securities industry provides a unique perspective on how to create and implement plans for maximum impact.  

Education and Personal

Keith attended to college at Allegheny College, where he received his BA in History. His hobbies include charity work and hiking with his two rescue dogs.

 

 

Ashleigh P. Baratta

 

Responsibilities

Ashleigh Baratta has several responsibilities at Fortress Brokerage Solutions.  Her duties include identifying and hiring quality professional agents, servicing case development and case design needs, corporate agent marketing, as well as improving and maintaining the Fortress customer relationship management systems.  

Experience

During Ashleigh’s education at Georgia State, she interned at Fortress Brokerage learning all aspects of insurance operations and sales.  Ashleigh graduated from Georgia State University earning Bachelor Degrees for Journalism with an emphasis in Public Relations as well as in Political Science with an emphasis on law.  Ashleigh obtained a position in the Office of the Governor for the State of Georgia directly after college.  Ashleigh then went on to earn her insurance license and beginning her career at Fortress Brokerage Solutions focusing on Life, Long Term Care, Disability, Medicare Supplements, and Annuities.

 

“Intelligent Risk Management and Investment Solutions” 

 

About Fortress Brokerage Solutions

Fortress Brokerage Solutions is a National Master General Agency marketing individual Insurance products to Regional BGAs, IMOs, and Insurance Agents. We professionally design, illustrate, case manage, and underwrite Life Insurance as well as Long-Term Care, Disability Income, Annuities, and Accident and Sickness policies. Our mission is to improve agents profitability by providing significant case design and education, knowledgeable underwriting, and unparalleled high touch case management. Some of the unique tools and services available to you include:

  •  On staff financial professionals to assist in the sale of more advanced concepts.
  •  Partner firms providing turnkey advanced programs.
  •  Digital application, digital signature, and e-policy delivery solutions.
  •  On website insurance quoting software, application and contracting forms at your fingertips, sample legal forms, as well as business and personal insurance solutions.
  •  Underwriting support services including impaired risk.
  •  Guaranteed issue and simplified issue solutions.

Connect with Keith and Ashleigh:

Website: http://www.fortressbrokerage.com OR

http://call4thedoctor.com

Office Phone: (678)322-3040

Email: info@fortressbrokerage.com

Office Address: 6190 Powers Ferry Road, Suite 505 Atlanta, GA 30339 

 

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