Fortitude Investment Group has appointed Brad Powell, CFP, CEP, CLTC, as Vice President of Advanced Insurance Strategies. Brad's hire launches Fortitude's new Advanced Insurance vertical — a rep-focused practice that brings life insurance, disability income, long-term care, and asset-based tax strategy directly to the advisors and clients Fortitude serves.
Brad Powell is a Certified Financial Planner (CFP), Certified Estate Planner (CEP), and Certified in Long-Term Care (CLTC) professional with more than 25 years of financial services experience. In 2026, he joined Fortitude Investment Group as Vice President of Advanced Insurance Strategies. He is a Registered Principal based in Marietta, Georgia.
Advanced Insurance Strategies is Fortitude Investment Group's new in-house insurance vertical, launched in 2026 under Brad Powell's leadership. The practice equips Fortitude's representatives and their clients with life insurance, disability income, long-term care, and legacy-planning solutions — with an emphasis on tax-efficient strategy rather than protection alone.
Brad serves as a direct, in-house resource for the Fortitude advisor network. He prequalifies client opportunities, coordinates carrier placement, and handles the difficult underwriting conversations — including declines — so representatives can protect their client relationships. His role is designed around rep support, not replacement.
Brad brings over 20 years of experience as a sales and marketing executive with several major life insurance companies. Prior to joining Fortitude, he spent five years at Raymond James Insurance Group as a Regional Insurance Planning Specialist, supporting financial advisors across Georgia and surrounding states.
Before Raymond James, Brad served as Vice President of National Accounts at a large Atlanta-based insurance brokerage general agency, providing point-of-sale assistance to financial advisors at three major broker/dealers. Earlier in his career, he held national sales manager roles at Prudential and Jackson National Life, leading wholesaler teams that represented life insurance and annuity products at broker/dealers and other financial institutions.
Brad's expertise spans estate planning, retirement planning, business succession, and legacy planning — with a consultative approach to integrating life insurance, disability income, and long-term care coverage into the overall financial plan. He resides in Marietta, Georgia with his wife Toni and their three daughters, and is an avid vintage motorcycle collector.
| Role | Vice President of Advanced Insurance Strategies |
| Firm | Fortitude Investment Group |
| Credentials | CFP, CEP, CLTC, Registered Principal |
| Experience | 25+ years in financial services |
| Focus areas | Life insurance, disability income, long-term care, estate and legacy planning |
| Location | Marietta, Georgia |
When the discussion turns to insurance, most of our clients would automatically think about protection, especially death protection. This should of course be a basic premise of any plan, but today we position most of the discussion around tax strategies, rather than just protection.
Let's face it — our clients should already own life insurance, and you probably didn't sell it to them. Most of the time, the agent is long gone, and the client just keeps paying premiums without any idea as to how the policy is performing. A policy review is one of the best ways to provide service to the client, and quite possibly offer a better solution with a new policy. This applies not only to life insurance, but also to coverages we can offer like disability income and long-term care. Just ask the client: "Oh, by the way, when was the last time you had a performance review done on your insurance?"
We have a broad selection of carriers and solutions available to clients at Fortitude, but not every client will qualify for every product. That's where you can shine — by introducing me as your in-house resource. I can prequalify them, hopefully providing a workable solution. If not workable, I'll be the one breaking the not-so-good news to them before we would even start the underwriting process. This can be difficult if you are directly involved, but I can take the heat of a decline, so your relationship with the client is maintained.
What are some of the other tax strategies that will differentiate you and Fortitude? We can offer competitive and compelling solutions that can provide tax-free income for retirement (individual and business), business-owner solutions like Buy-Sell coverages, disability coverages for individuals and business owners, and of course Long-Term Care options.
LTC in particular has become a very hot topic in recent years, and the Asset-Based LTC solutions that we offer overcome the age-old "use it or lose it" argument. With the ability to reallocate cash, annuities, life insurance, and even qualified assets for LTC protection, it's a story that clients are very amenable to today — and the benefits come out of the policy tax-free. We will uncover many more assets in this process as well, to increase your wallet share.
How about those clients who say, "Well, all of my assets are in trusts"? You might start with, "When was the last time your trust was reviewed?" And oh, by the way, oftentimes trusts own life insurance! Ask them, when was the last time THAT policy was reviewed? Is the client charity-minded? Life insurance is one of the easiest ways to leave a legacy to a charity, or maybe a trust that owns life insurance is something for them to consider. You have all the resources your client needs to weigh these options and choose the best fit — and you've extended your relationship with the client accordingly.
Questions advisors can ask any client today:
Why is Fortitude launching an insurance vertical?
Fortitude Investment Group's clients are already engaged in tax-deferred real estate strategies through 1031 exchanges, DSTs, and discretionary fund products. Advanced Insurance Strategies extends that philosophy into life, disability, long-term care, and asset-based tax planning — giving representatives a one-stop resource to deliver more comprehensive, tax-efficient plans.
What services does Brad provide to clients?
Brad helps clients through policy performance reviews on existing coverage, asset-based long-term care planning, tax-free retirement income strategies, business-owner Buy-Sell planning, and reviews of trust-owned life insurance. Every engagement is consultative and coordinated with the client's Fortitude representative.
What is an Asset-Based Long-Term Care solution?
Asset-Based Long-Term Care is a funding approach that reallocates existing cash, annuities, life insurance, or qualified assets into a vehicle that provides long-term care benefits on a tax-free basis. It addresses the traditional "use it or lose it" concern of standalone LTC insurance, because the underlying asset retains value if care is never needed.
How does a client connect with Brad?
Clients and prospective clients should contact their Fortitude representative, who will introduce Brad and coordinate a prequalification conversation. Advisors can reach out directly through their Fortitude channels to schedule a client review or a strategy session.
Does Brad work with advisors and clients outside Georgia?
Yes. While Brad is based in Marietta, Georgia, his role covers Fortitude's full national advisor network and the clients they serve.
Brad's addition reflects Fortitude's ongoing commitment to expanding the resources available to our representatives and the investors who trust us with their planning. To connect with Brad or learn more about Fortitude's Advanced Insurance Strategies offering, please reach out to your Fortitude representative.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Fortitude Investment Group is independent of CIS and CAM.
This material is for informational purposes only and is not an offer to buy or sell any security or investment product. Past performance does not guarantee future results. All investments involve risk, including possible loss of principal. Consult your tax, legal, and financial advisors before making investment decisions.