MERZ NEWS
The latest news, updates and conversations within the industry.
New API Bulletin – They’re Back: (Some of) President Biden’s 2021 Tax Proposals
In the final months of 2021, as President Biden’s “Build Back Better” legislative agenda stalled in Congress, many observers predicted some
How Mutual of Omaha Stacks Up Against The Competition
This ‘How We Stack Up to the Competition’ brochure outlines some of the competitive advantages you get when working with
IUL That Best Suits Your Clients Needs
Help your clients determine which indexed universal life product will best suit their needs, with the choice of two different fully-underwritten
Economic and Market Outlook with Dr. David Kelly
Today’s investors are challenged with increasing volatility, inflation and a more aggressive Fed. Please join Lincoln Financial as Dr. David
Tis The Season For Tax Planning
Tax planning season is upon us, and it’s important to understand the tax advantages of a long-term care insurance policy
Washington Cares Fund Update : Exemption Process
A commission helping the Washington state Legislature implement its long-term-care law met Monday for the first time this year. Please read the article
Help Insure the Continuation of the Family Business with IUL
Many small business owners would like for their children to continue the family business after their death. Help these entrepreneurs
Next Round of In-Force Rate Action Notifications to Take Place in Late July
In late July, John Hancock will begin Washington policyholder notifications on the next round of John Hancock and Fortis policies