MERZ AGENCY NEWS
The latest news, updates and conversations within the industry.
The Fixed Annuity Market, Analyzed
It is hard to believe how dramatically things have changed in our world in just a short three months. In
REMINDER: IRA DEADLINE FOR 2019 TAX YEAR EXTENDED
The deadline for making contributions to an IRA for 2019 has been extended to July 15, 2020. When making an
KEEP UP TO DATE: PRODUCT UPDATE + TRAINING
Keep up to date on the index accumulation with AIG and the Power Protect Series. Get the most current rates…
When Prospecting, Go For The Appointment
Think about the last time a complete stranger called you on the telephone or walked into your place of business
MoneyGuard Pricing Update
Effective June 15, 2020, Lincoln Financial will implement pricing increases to all products in the Lincoln MoneyGuard solutions suite. Adjustments on flex-pay
Care Planning Compass
A virtual sales library containing simple, single topic, product agnostic sales concepts that resonate well with brokers and advisors across the
Sales Idea: Care Coordination
The recent end to the longest bull market caught some clients by surprise. Within a two to three-week period, some
Help Them Rebuild Their Retirement Dreams
The recent end to the longest bull market caught some clients by surprise. Within a two to three-week period, some