Merz Agency
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News
NY DFS Regulation 187 Reference Guide
The New York State Department of Financial Service (NY DFS) released the final version of best-interest Regulation 187. Regulation 187
LTC Commission Timing and No Cash with App Update
Beginning February 23, 2020, compensation will be paid at the time the first premium payment is received, all Post Issue Requirements
Identify Your Clients At Every Life Stage
Americans are living longer than ever before, and with continually rising health care costs, the need for long-term care (LTC)
In Force Rate Action Announcement
As part of the strategy for their long term care insurance business, Genworth continues to pursue initiatives to improve the risk and profitability
Upcoming Events
March 17th, 2020
The World of FIA Indices
Co-hosted by Sammi Lee, of Barclays, and Ben Engel.
Please join the Merz Agency in conversation with Sammi Lee, of Barclays, for a webinar where we will breakdown FIA’s, Smart Beta and the ever evolving landscape.
December 17th, 2019
Lincoln Financial Webinar
Join us as we discuss tax-efficient lifetime income strategies in addition to strategies available with the i4LIFE rider. Including pre 59 1/2, tax-advantage payments, wealth transfer strategies, joint income for non spouses and solutions for clients over 85.