Asset & Retirement Specialists
For Families & Business Owners

Insurance & Health Planning
Life • Health • Medicare • Cancer • Long-Term Care

Wealth & Legacy Planning
Retirement Strategies • Trusts • Living Wills • Annuities

Lifestyle & Relocation
USA & Costa Rica

Our Mission

We help families and business owners protect their life, health, income, and assets through personalized insurance planning, asset preservation, and lifestyle-focused retirement strategies — in the United States and Costa Rica.

For those seeking deeper meaning and purpose, we also connect members to transformational communities and events.

Medicare Gap Coverage
Supplements-Advantage Plans

Since 2003, we have helped seniors navigate Medicare and Medicare Gap plans. We are licensed with all the major carriers and shop to find the best plan for you! Our goal is to help you get the most for the least!

Term Life Insurance

Since 2003, our affordable Term Life Insurance offers a death benefit for a specified term, ensuring your loved ones' financial stability in case of any unfortunate events.

Whole Life Insurance

Secure your family's future with our Whole Life Insurance, providing lifelong protection and a cash value component for added financial security.

Universal Life Insurance

Enjoy flexible premiums and coverage with our Universal Life Insurance, offering long-term protection and potential cash value growth. Also a great tool to use to fund your own business or perhaps college for kids

Final Expense Insurance

Ease the burden on your family during difficult times with our Final Expense Insurance, covering funeral and other end-of-life expenses.

Business Protection Plans

We help business owners lower their health care, life, business and key man coverage Costs through our network of providers. Ask us how!

Explore Costa Rica Living

We help families and retirees relocate, invest, and build a better lifestyle in Costa Rica — with healthcare, housing, and community built in.

From affordable living and private healthcare to adventure and purpose-driven communities, we make your transition simple and secure.

Testimonials

Hedda

At 84 years old it is not easy making changes. Especially with insurance products. Max Fully Covered found me the best Medicare Gap coverage available. They truly help you get the most for the least!

Jessica

Due to my medication's it was hard to find coverage that fit my budget. Max Fully Covered dug in and found a great solution for me

Glenn

I didn't think I needed life insurance but Andy at Max showed me how I could use Term life products to protect my kids for a really low cost. We also looked at low cost IUL products that can be used as an investment strategy to fund future businesses.

Thank you Andy at Max

Contact Us Today!