Elite Assurance Team

Maximizing Member Business Potential

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Becoming Most Relevant Advisors

Maximizing the Potential of Every Client  Our Companies Serve!

That is Our Commitment as Your Team Member.

Being a part of the Elite Family brings with it a level of services that are unparalleled as a Producer Group.

At Elite Assurance Team, we help Financial Advisors to:

 We help you in 3 ways (see below)

Elite Events

Outsourced CFO Services – Why You Need Them
Wednesday, June 7, 2023 -
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Meet Our Elite Teams

Elite Resource Team

Supports Elite Members on a day to day basis to help you grow your business and help you grow personally.

Elite Assurance Team

An experienced team of insurance experts delivering an independent Producer Group experience to growth minded agents. 

Virtual Family Office

Top national experts in tax planning, legal services, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our members and their best clients want PROACTIVE and HOLISTIC planning.

That is why at Elite Assurance Team we coach our members to use a 21st century business model based around HOLISTIC and PROACTIVE advice, and supported by a Virtual Family Office of experts.

Team Based Model
  • Understand & prioritize needs
  • Address biggest problems
  • Achieve most important goals
Proactive Planning Team” combined with “Virtual Family Office Experience
Maximizing Member Potential Through Proactive & Holistic Planning
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