My Background

Monica Franchi Souza

 

At Assureline Insurance & Financial Services, LLC, I sincerely believe that most people want to do what’s right:  right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons I created this firm in 2018.  After 7 years working for someone else, I wanted the opportunity to control my own destiny, and to do what I thought was in the best interest of my clients.

You can take comfort in the fact that I have been a part of this community for 16 years, and therefore have a vested interest in seeing my friends and neighbors succeed.  In fact, as a mother of 2 children, I probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.  

If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell life insurance through New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.  In addition to my experience with New York Life, I hold a Master's Degree from Escola Superior de Proaganda e Marketing (Sao Paulo - Brazil) and have participated in new York Life's well-known training program, NYLIC University.  I am also a New Yor Life Council Agent (qualified for Executive Council in 2018), Humana Top 100 in 2014 and received the NAIFA Quality Award in 2014 and 2015.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. 

Of course,my background isn’t really the one that matters. I've found that getting to know my clients – their hopes, dreams and goals for the future – is far more important.  So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let me know.

 
 
 

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