Risk Manager/Medical Underwriter

Juan Souza — Licensed Life/Health Insurance Broker & Variable Contracts
Licensed in FL, TX, OH and MI | Multilingual: EN, PT, ES
Helping families protect what matters most.

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"Smart Protection for Your Home, Family and Future."

Whether you’re looking to protect your mortgage, leave a legacy, or secure your final expenses, we’re here to guide you with professionalism and heart.

How We Help You

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College Funding Plans

Build a tax-advantaged education fund for your children or grandchildren.

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Cash Accumulation/ Infinite Banking Strategies

Grow wealth safely over time with Index Universal Life — with upside potential and downside protection.
Use specially designed life insurance to become your own bank and gain control over your money.

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Mortgage Protection Solutions

Ensures your home is paid off if something happens to you.

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Final Expense Life Insurance /Legacy & Estate Planning

Affordable protection to cover funeral and burial costs, so your family isn’t left with debt.
Ensure your assets are passed down with purpose, clarity, and tax efficiency.

Make it stand out.

  • Smiling person with curly hair and glasses indoors.

    “I lost my father last year and it was financially devastating. I didn’t want that for my kids. Juan helped me set up a Final Expense policy that gives me peace of mind for just a few dollars a month.” — Maria S., Fort Lauderdale, FL

  • Man with glasses wearing a turquoise shirt, standing in front of lush green foliage.

    “I’ve always been skeptical about insurance, but Juan helped me understand how IUL works. Now I have a plan to grow my money tax-free and still protect my family — it’s a win-win.” — Robert M., Houston, TX

  • Smiling woman with dark hair in a natural setting with green ferns.

    “I had no idea I could save for my daughter’s college without risking money in the market. Juan showed me a smart way using life insurance, and now I feel like I’m finally ahead.” — Angela T., Orlando, FL

  • Man with glasses and beard wearing a green sweater, looking to the side, indoors.

    “When Juan explained the Infinite Banking concept, it just clicked. I’m using my policy to finance my business equipment, and I’m earning interest on my own money. No more begging banks.” — Carlos V., Dallas, TX

Let’s Protect What Matters Most

Schedule your free, no-obligation consultation with Juan

In just 15–30 minutes, we’ll explore how to secure your family’s future financially, build wealth with strategy, or plan a legacy. Available in English, Spanish, and Portuguese..

Prefer to speak first?
👉 Message me on WhatsApp or call (561) 768-8119