Why work with us?
Morita Financial Concepts has a long history of providing quality life insurance planning for the personal and small business community. Morty Katz, the president, has been in the insurance business for 40 years, practicing in Florida and Georgia. His goal is to navigate his clients through the three stages of life. Dying too soon, living too long, and dealing with events that happen in between. We have designed a program that we proudly call The Family Financial Freedom Plan. Give us a call and find out how we can navigate you through all three stages of life.
Our Clients Say
I have known Morty Katz of Morita Financial for over 10 Years. He is extremely knowledgeable in all facets of the Insurance Industry with over 40 years of experience. I used his services to get two Insurance Policies for my Son and his Wife which was very affordable .I highly recommend him for any Insurance Questions or needs.
Insurance is very intimidating when you don’t understand the many different products that are offered. I was fortunate to meet Morty Katz in 2018 when I was researching different insurance products. He is very thorough and provided options that meet my needs. Patience is one of his strengths and I would highly recommend anyone who is interested in life insurance products speak to him.
I am extremely pleased with the service received from Morita Financial Concepts Inc. Morty assisted my family in obtaining life insurance policies with living benefits. He is extremely knowledgeable, professional, and goes above and beyond the call of duty to help. Morty treats you like family providing honest advice, competitive rates, and truly looks out for his clients. I confidently recommend his services so you and your family can have peace of mind. You are truly a class act Morty!
Carrier Partners
