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News

July 23, 2020

Protecting Your Business as a Business Owner

The most recent Principal Business market reattach shows the top financial planning priorities for small business owners… July 23rd, 2020

July 23, 2020

China Oceanwide Acquisition of Genworth

Deadline for proposed merger extended to September 30th pending agreement of new conditions. Get the most up to date information

July 23, 2020

Life of An LTC Application Brainshark

Watch the tutorial to familiarize yourself with the steps of processing an LTCi application. July 23rd, 2020 Life of An

July 23, 2020

Helping Small Business Clients during COVID

From information on the extended Paycheck Protection Program, to tax credits, expanded unemployment benefits, a helpful personal financial checklist …

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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.

Event Archive