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Merz Agency

Your partner for over 60 years.

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News

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June 25 2020

The Fixed Annuity Market, Analyzed

It is hard to believe how dramatically things have changed in our world in just a short three months. In

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June 25 2020

REMINDER: IRA DEADLINE FOR 2019 TAX YEAR EXTENDED

The deadline for making contributions to an IRA for 2019 has been extended to July 15, 2020. When making an

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June 25 2020

KEEP UP TO DATE: PRODUCT UPDATE + TRAINING

Keep up to date on the index accumulation with AIG and the Power Protect Series. Get the most current rates…

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June 18 2020

When Prospecting, Go For The Appointment

Think about the last time a complete stranger called you on the telephone or walked into your place of business

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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.