Insurance and financial planning for expats in Mexico
Insurance and financial planning for expats in Mexico
Insurance and financial planning for expats in Mexico
The challenge
The challenge
The challenge
Moving to Mexico means rebuilding a financial safety net you already had somewhere else. Your coverage from home may not work here, local insurers explain their products in Spanish and in terms that assume you grew up with the system, and most people who offer help are selling one specific product.
Moving to Mexico means rebuilding a financial safety net you already had somewhere else. Your coverage from home may not work here, local insurers explain their products in Spanish and in terms that assume you grew up with the system, and most people who offer help are selling one specific product.
Moving to Mexico means rebuilding a financial safety net you already had somewhere else. Your coverage from home may not work here, local insurers explain their products in Spanish and in terms that assume you grew up with the system, and most people who offer help are selling one specific product.
Who we work with
Who we work with
Who we work with
Retirees settling in places like San Miguel de Allende, Los Cabos or the Pacific coast, who need reliable health coverage and want to protect their home here.
Retirees settling in places like San Miguel de Allende, Los Cabos or the Pacific coast, who need reliable health coverage and want to protect their home here.
Retirees settling in places like San Miguel de Allende, Los Cabos or the Pacific coast, who need reliable health coverage and want to protect their home here.
Professionals and their families relocated by their company, who need to understand what their employer covers and what it doesn't.
Professionals and their families relocated by their company, who need to understand what their employer covers and what it doesn't.
Professionals and their families relocated by their company, who need to understand what their employer covers and what it doesn't.
Remote workers who spend long periods in Mexico and want the right protection while they are here.
Remote workers who spend long periods in Mexico and want the right protection while they are here.
Remote workers who spend long periods in Mexico and want the right protection while they are here.
How we work
How we work
How we work
We start with your situation: how long you plan to stay, what you already have in place at home, who depends on you and what you are building here. Only then do we look at what makes sense to cover in Mexico.
We start with your situation: how long you plan to stay, what you already have in place at home, who depends on you and what you are building here. Only then do we look at what makes sense to cover in Mexico.
We start with your situation: how long you plan to stay, what you already have in place at home, who depends on you and what you are building here. Only then do we look at what makes sense to cover in Mexico.
Everything is explained in English. Policies in Mexico are issued only in Spanish, so we prepare an English summary of the key points and walk you through it until every detail is clear. The Spanish policy remains the legal document; our summary is there to make sure you understand what you are signing. And we stay with you after you sign, including when you need to use your coverage.
Everything is explained in English. Policies in Mexico are issued only in Spanish, so we prepare an English summary of the key points and walk you through it until every detail is clear. The Spanish policy remains the legal document; our summary is there to make sure you understand what you are signing. And we stay with you after you sign, including when you need to use your coverage.
Everything is explained in English. Policies in Mexico are issued only in Spanish, so we prepare an English summary of the key points and walk you through it until every detail is clear. The Spanish policy remains the legal document; our summary is there to make sure you understand what you are signing. And we stay with you after you sign, including when you need to use your coverage.
What we cover
What we cover
What we cover
Health. Major medical coverage in Mexico, how it works alongside what you already have, and what changes as you get older.
Health. Major medical coverage in Mexico, how it works alongside what you already have, and what changes as you get older.
Health. Major medical coverage in Mexico, how it works alongside what you already have, and what changes as you get older.
Home. Protecting a property you own or rent, including earthquakes, hurricanes and flooding, which may be new risks for you.
Home. Protecting a property you own or rent, including earthquakes, hurricanes and flooding, which may be new risks for you.
Home. Protecting a property you own or rent, including earthquakes, hurricanes and flooding, which may be new risks for you.
Car and pets. Coverage that fits how you use your vehicle here, including cars with foreign plates, and protection for your pets' health and any damage they may cause.
Car and pets. Coverage that fits how you use your vehicle here, including cars with foreign plates, and protection for your pets' health and any damage they may cause.
Car and pets. Coverage that fits how you use your vehicle here, including cars with foreign plates, and protection for your pets' health and any damage they may cause.
Life and savings. Protecting the people who depend on you, and building savings in pesos or dollars with clear rules on access and what happens if you leave.
Life and savings. Protecting the people who depend on you, and building savings in pesos or dollars with clear rules on access and what happens if you leave.
Life and savings. Protecting the people who depend on you, and building savings in pesos or dollars with clear rules on access and what happens if you leave.
Frequently asked questions
Frequently asked questions
Frequently asked questions
Does my coverage from home protect me in Mexico?
What happens to a Mexican policy if I move back or move on?
Can I get coverage if I'm not a permanent resident?
How do I build savings here without locking myself in?
Let's talk
Let's talk
Let's talk
A free 30-minute conversation to understand your situation and walk you through your options.
A free 30-minute conversation to understand your situation and walk you through your options.
A free 30-minute conversation to understand your situation and walk you through your options.
We are licensed by Mexico's insurance regulator (CNSF), license M420751, and backed by GNP Seguros.
Claridad para decidir. Seguridad para crecer.
Enfoques
Agente de seguros autorizado por la CNSF, cédula M420751. Respaldado por GNP Seguros.
© 2026 Cúspide Patrimonial
Claridad para decidir. Seguridad para crecer.
Agente de seguros autorizado por la CNSF, cédula M420751. Respaldado por GNP Seguros.
© 2026 Cúspide Patrimonial
