My Assurance Pro AgencyAdmin Support

30 Minute Meeting

  • 30m

We want to know more about you. This 30 minute meeting will let us understand a bit of what training or financial education we can provide you.

Queremos saber un poco más sobre ti. Esta reunión de 30 minutos nos ayudará a entender un poco sobre qué entrenamiento o educación financiera te podemos proveer.

Recruiting Interview

  • 30m

We want to know a bit more about you. This 30 minute meeting will help us understand your goals and will give you a chance to get to know us better as well.

Queremos saber un poco más sobre ti. Esta reunión de 30 minutos nos ayudará a conocer tus metas y te dará la oportunidad de conocernos mejor a nosotros igualmente.


  • At My Assurance Pro Agency, we excel in providing coordinated financial solutions that combine insurance, real estate, and accounting services. With over 15 years of expertise, we act as a trusted partner for families and individuals, helping them achieve long-term financial security while delivering a seamless experience.

    Our agency's unique value lies in its ability to integrate various professional disciplines under one roof, making asset management and generational wealth-building more accessible and practical. By reducing the complexity and friction often involved in financial planning, we empower clients to focus on what matters most – their future.


























  • Testimonials

    Jessica Carter

    Small Business Owner @ Carter & Co.

    My Assurance Pro Agency streamlined my financial planning process by bringing together real estate and insurance solutions in one place. Their expertise saved me both time and money.

    Michael Thompson

    Independent Consultant @ Financial Solutions LLC

    Working with My Assurance Pro Agency gave me peace of mind. Their tailored approach to risk management and tax strategy was invaluable for securing my family’s future.

  • Hello! We secure legacies at My Assurance Pro Agency, where we help streamline efficiencies and ensure a high-quality experience for our clients. Our roles intersect with insurance, wealth building, and taxes, requiring attention to detail and a knack for multi-tasking. 🌟

    Over the years, We’ve honed our expertise in client onboarding, policy administration, and regulatory compliance – enabling our agents to focus on delivering exceptional service. Collaboration is at the heart of everything we do, ensuring smooth processes between departments and timely solutions for both clients and our team.

    Outside of work, we are passionate about creating moments of team growth and camaraderie amidst the busy life of protecting our clients' financial futures. But whether it’s enjoying our team weekly trainings or developing ourselves through 1-on-1 coaching calls, we never stop finding joy in the little things that make our job just more enjoyable, knowing that our clients are financially protected, educated, and on their way to be financially independent. 🏙️ What is your legacy?....