Welcome

Morty Katz founded Morita Financial Concepts in 1982, and is dedicated to providing the best possible service and products for his clients.  He used “Out of the Box” thinking in meeting his clients’ needs and goals.

Morty Katz “The Health Insurance Therapist” believes that “One Size Fits All” is not the answer to any insurance planning.  With this in mind, he builds plans that address a client’s needs – by layering benefits – that cover:

Medical Costs – Both Basic and Catastrophic.

Critical Illness, which provides immediate cash benefits, to take the stress out of getting well and recovering.

Disability and Income Replacement Plans, for Long Term Income Needs.

Life Insurance Planning, to provide family income and capital needs in the event of a premature death.

“Our Policy, is to Provide You With The Right Policy”

Morita Financial Concepts
954-854-6585