Morty Katz

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 Mission

Our mission is to provide our clients with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client's established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in choosing their insurance plan.

Morita Financial Concepts Inc.

Servicing all of Georgia and Florida

 954-854-6585

  [email protected]