Insurance and financial planning.

Where do we begin?

License & Regulation

Broker licensed by Mexico's National Insurance and Bonding Commission (CNSF). We distribute solutions from multiple carriers, tailored to each client's specific situation. Advisory is available to Mexican nationals and foreign residents alike.

Authorized commercial partners

Authorized distribution with Mexico's leading insurance carriers:

Seguros Monterrey New York Life · Insignia Life · Chubb
GNP · MAPFRE · Skandia

Our way of working

How we work.

We talk

You tell us about your goals, concerns, and what you want to protect.

We analyze

We review the options together and identify the strategy that fits you best.

We implement

We put the chosen solutions in motion — clearly and efficiently.

We accompany

We stay with you long term — through every new goal and every new challenge.

Health & Protection

Major Medical Insurance

Coverage for hospitalization, surgery, and high-cost treatments. Tax-deductible in Mexico for individual taxpayers.

Life, Family & Continuity

Life Insurance

Protection for those who depend on you. Guaranteed capital, structured to your needs.

Personal Retirement Plan

Financial independence in your retirement years. Tax-deductible by law in Mexico (PPR).

Education Savings Plans

Secured capital for your children's education. With tax advantages for the policyholder during the term.

Investment instruments

Investment-Linked Insurance

Active coverage during the term. Capital plus returns at maturity. Dual purpose.

Business

Business Insurance

Key person insurance, liability coverage, executive life, and property & casualty. Deductible as operating expenses.

Group Medical Insurance

Medical coverage for teams and organizations. Structured for operational continuity.

View all insurance services →

Real estate in Mérida, Yucatán

As certified real estate agents, we assist with buying, selling, renting, and property management — with full legal verification and notarial support. Specialists in Caucel, Gran Santa Fe, and Quintas Baspul.

Learn more about real estate →

Tell us what's on your mind. One conversation is enough to get started.

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