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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.