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Morita Financial Concepts Inc.

Bio - Morty Katz, President, CEO

40 years in life insurance, health insurance, and financial service business

  1. "Your dream protector"

  2. Founder of the family financial freedom plan

  3. Providing families and businesses with the most cost-effective plans available

Cost-effective plans are available

How do we provide these services?

We use the "Family financial freedom plan" to guarantee that all of your dreams for your family are met and accomplished.

Tools we use

  1. Mortgage life insurance with living benefits

  2. The infinite banking concepts, for businesses

  3. Your family bank concept


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.

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Rochelle Froloff

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.

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