Steven Maxim

**Steve Maxim, RICP®** Life Insurance & Annuity Advisor | Auto Club Group — Sarasota/Venice, FL I specialize in indexed universal life insurance and fixed indexed annuities, helping clients between ages 35 and 85 build tax-advantaged wealth, protect their families, and create reliable retirement income.

My practice focuses on the intersection of behavioral finance and practical planning, understanding not just what a client needs, but why it matters to them. I earned my RICP® designation through the American College to deepen my fluency in retirement income strategy, and I apply those frameworks daily across a diverse client base that includes referral relationships, employer-sponsored conversions, and direct advisory engagements. Outside of work, I'm a husband and father based in Sarasota. I train consistently, cycling and strength work, because the discipline it requires mirrors what I believe good advising demands: consistent effort, honest feedback, and a long view.