Merz Agency
Your partner for over 60 years.
Learn more, get a quote
or watch a tutorial.
News
Protect Your Practice: What’s In Your Clients Files?
What’s in your client files? Does your documentation clearly show why your product recommendations were suitable and that your clients
How Retirement Scoring Can Help Reach New Clients
The Alliance for Lifetime Income’s new RISE Score™ helps assess how well clients are prepared for retirement, and can help you
New Diversification Button In Illustration Software
Because it’s impossible to predict the market environment and which index allocation could be a “home run hitter,” it’s important
Keep Rates Consistent With Lincoln OptiBlend 10
Confidence is built on trust. Establishing trust and creating confidence are critical to any relationship. The same applies to the products