Insurance in Mexico
Licensed by the CNSF · Independent advisory · Authorized partner of Mexico's leading carriers
Before recommending any strategy, we take the time to understand your needs. Start the conversation.
Major Medical Insurance
Covers hospitalization, surgery, medications, and high-cost treatments. When a serious medical event happens, the right coverage means your family doesn't need to liquidate assets or take on debt to get care. We advise on plan selection based on your age, medical history, and budget.
◆ Tax benefit: Major medical insurance premiums are tax-deductible in Mexico for individual taxpayers.
Request advisory →Life & Retirement
Life insurance protects those who depend on you if you were no longer there. A Personal Retirement Plan (PPR) secures your long-term financial independence. Both can be structured together for greater financial efficiency.
◆ Tax benefit: Personal Retirement Plans (PPR) are tax-deductible under Mexican law, subject to limits established by the tax authority.
Request advisory →Education & Investment
An education savings plan accumulates capital over the policy term and delivers it when your child reaches adulthood, plus the returns generated along the way.
Request advisory →Investment-Linked Insurance
Combines active life coverage during the policy term with capital recovery plus investment returns at maturity. We analyze your profile and time horizon to recommend the most suitable fund.
◆ Tax benefit: Certain investment-linked insurance products carry preferential tax treatment in Mexico. We advise on a case-by-case basis.
Request advisory →Business Insurance
We structure solutions for businesses of all sizes: key person insurance to protect operational continuity, professional liability coverage, executive life insurance, and property & casualty. Designed so that an unexpected event doesn't interrupt what you've built.
◆ Tax benefit: Business insurance premiums are generally deductible as operating expenses in Mexico.
Request advisory →Group Medical Insurance
Enables businesses to offer hospital coverage to their team as part of a formal benefits package. It protects employees against serious medical events and serves as a tool for attracting and retaining talent. We advise on plan structure based on team size, coverage level, and the company's budget.
◆ Tax benefit: Group medical insurance premiums are generally deductible as operating expenses for businesses in Mexico.
Request advisory →Insurance broker regulated by Mexico's National Insurance and Bonding Commission (CNSF)
Authorized commercial partners of
Seguros Monterrey New York Life Insignia Life Chubb GNP MAPFRE Skandia