Our Heritage

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

From our offices in Bellevue and Portland, The Merz Agency offers local service and support for insurance professionals and financial advisors throughout the Pacific Northwest. With over 200 years of combined industry experience, our staff of 13 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 issued by highly rated insurers and delivered with a concierge level of service.

Meet our team.