Monica Franchi Souza
 
For me, financial strategies is about much more than products and strategies—it's about people, relationships, and helping clients navigate every stage of life with confidence. I believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. That belief has guided my career and continues to shape the way I serve my clients today.

As the founder of Assureline Insurance & Financial Services, LLC, established in 2018, I built my practice around a simple philosophy: putting clients first. My goal is to provide personalized guidance and long-term support, helping individuals, families, and business owners make informed financial decisions and pursue their goals with confidence.

For nearly 30 years, I have proudly called this community home. During that time, I have built lasting relationships and developed a deep commitment to helping the individuals, families, and businesses around me succeed. As a mother of two children, I understand firsthand the importance of protecting what matters most and planning for the future with confidence. These shared experiences help me connect with clients on a personal level and provide guidance tailored to their unique goals, values, and life circumstances.

My approach is thorough and relationship-driven. Rather than focusing on a single financial need, I work closely with clients to understand their complete financial picture. Life is constantly evolving, and each phase, milestone, and transition brings new opportunities and challenges. Whether you are starting a family, preparing for your children's education, growing a business, planning for retirement, caring for aging parents, protecting your legacy, or navigating a significant life change, I am committed to helping you address each need as it arises and adapt your strategy along the way.

I am a licensed agent with New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Holding FINRA securities licenses enables me to provide clients with access to a broad range of financial solutions, including investment strategies, retirement planning, wealth accumulation, protection strategies, and variable products. This allows me to take a truly extensive approach to financial strategies—helping individuals, families, and business owners address their financial needs at every stage of life while adapting to the changes, opportunities, and challenges that come with each new chapter.

Complementing my professional experience, I earned a Master's Degree from Escola Superior de Propaganda e Marketing (ESPM) in São Paulo, Brazil, and completed New York Life's renowned NYLIC University training program. My commitment to professional excellence and continuous education enables me to provide thoughtful, personalized guidance tailored to each client's unique goals and aspirations.

Throughout my career, I have been honored to receive several professional recognitions, including:

• MDRT Member since 2019
• MDRT Top of the Table Member since 2021, an exclusive distinction recognizing the highest-performing financial professionals worldwide
• New York Life Executive Council and President's Council Qualifier (2018, 2020, 2021, 2024 and 2025) Humana Top 100 Producer (2014)
• NAIFA Quality Award Recipient (2014 and 2015)
• Elite Oscar Broker since 2020

While I am grateful for these accomplishments, what matters most to me is understanding my clients—their goals, dreams, values, and vision for the future. By building long-term relationships and providing personalized guidance, I help clients make informed decisions that protect what they have worked hard to build and create a stronger financial future for themselves and the people they love.

If you are looking for a trusted financial professional who will take the time to understand your unique circumstances and partner with you through every stage of life, I would welcome the opportunity to work with you.

*Council membership is based on annual sales production. MDRT (Million Dollar Round Table), including Top of the Table, is recognized globally as the premier association of financial professionals.