Our Heritage

The Merz Agency is a third generation family brokerage agency based in the Pacific Northwest. Established in 1958 by Robert F. Merz as an impaired risk underwriting firm, we have evolved into a full service independent brokerage agency offering life, disability, Long Term Care and annuity products to our advisor community. As a member of Brokerage Resources of America, The Merz Agency and our 30 partner firms represent the premier brokerage life insurance companies in America.

Over the past 60 years, we’ve expanded from providing service and support to insurance and financial professionals throughout the Northwest to servicing advisors across the nation. In addition to our Portland and Bellevue offices, we now have satellite offices in Salt Lake City, Utah and Des Moines, Iowa. With over 200 years of combined industry experience, our staff of 15 has the expertise to manage your complex underwriting and sophisticated planning cases.

Our philosophy is based on the values of our founder. We respect our brokers and their clients. We treat them the same way we want to be treated. We listen to their needs and present solutions to meet their unique objectives. Our mission is to provide competitive and innovative products in meeting our advisors client’s financial planning objectives within a delivery program that offers a high level of concierge services.