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Merz Agency

Your partner for over 60 years.

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News

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September 17, 2020

Understanding Elimination Periods

It’s important for clients to understand long-term care insurance and how it can be tailored to meet a client’s specific

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September 17, 2020

Help Clients Stay at Home

Some clients considering an LTCi policy believe the benefits would only cover services provided in care facilities. And since they

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September 17, 2020

Updates to Lifetime Income Plus Flex GLB

AIG is simplifying the Lifetime Income Plus Flex Guaranteed Living Benefit by extending the roll-up period to match the client’s

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September 8, 2020

Are Your Clients Ready for Retirement?

Baby boomers should have at least $1 million of investable assets to generate adequate income for the duration of their life expectancy, according

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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.