MERZ NEWS
The latest news, updates and conversations within the industry.
IMPORTANT: MoneyGuard II 1035 Exchange Deadline
With the new impending regulation changes this year, Principle-Based Reserving (PBR) and the 2017 Commissioners Standard Ordinary (CSO) Table, Lincoln
MoneyGuard III: Product Update
On September 16th, Lincoln Financial rolled out their new MoneyGuard III product. Learn more about the differences between MoneyGuard II
Strength Must Be Earned
Even in the Insurance Industry strength must be earned. Watch Mutual of Omaha’s IUL Strong video. We hope it will inspire
Clear Up The Confusion…
91% of Americans believe long-term care planning is an important component of retirement planning. However, very few are addressing the need. Only
Webinar: Asset Care Training
Join One America for a training webinar on their updated Asset Care product to learn about new product specs, underwriting rules,
Important: Product Update!
Lincoln Financial is replacing their MoneyGuard II with Lincoln MoneyGaurd III. Learn more about the changes in link below. Important:
No Mind Reading
Sales people are not hired for their ability at mind reading. Their goal should be to find out what their prospect is thinking
Navigating Markets Through Shifting Opportunities and Risks
Allianz recently held a webinar with Matt Appenfelder, senior vice president of PIMCO’s Financial Institutions Group.