MERZ NEWS
The latest news, updates and conversations within the industry.
Times Change…Make Sure Your Coverage Keeps Up
Make sure you speak with you clients of the importance of completing routine beneficiary reviews. Most people have a good
Feel The Prospects Emotions
Some people may need to feel that buying from you feels right. Make sure that you let them. A small
Introducing Detailed Highlights of SECURE 2.0
The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in December 2019, bringing significant changes to retirement planning…
2023 Trimester Sales Strategies
Here’s your updated, even more focused, 2023 Trimester Sales Strategies site. January kicks off the year focusing on a new approach to a
Leading In Uncertain Times: Formality for Informality Sake
When it comes to closing deals, no fool-proof method will earn you a 100%-win rate. However, any sales leader can
Best Interest and Suitability Updates
Alaska, Colorado, and North Carolina have updated their requirements around Best Interest and Suitability in Annuity Transactions. New training courses
Using Inflation Protection to Reach a Desired Premium
There’s no one-size-fits-all long-term care insurance policy. Instead, you and your clients tailor a policy to meet their unique needs.
Effective 12/10/22 : New Withholding Process For Asset Care Annuities
Jan. 1, 2023 in all states, IRS guidelines around taxable distributions from retirement plans and annuities will change, requiring a