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Our Values

We are focused on serving our insurance professional and financial advisor partners in providing competitive and innovative annuity, disability, life and long term care insurance products that secure their client’s financial planning objectives. We are committed to providing our partners personalized service based on expertise and technology and delivered with integrity, transparency, accountability and professionalism.

Merz Insurance Services Core Values:


We promise to develop and execute the highest ethical standards. We act with integrity and honesty towards our partners and their clients. We emphasize honesty among our Merz team members: honesty with oneself in addition to being honest in our dealings with others.

“The most important persuasion tool you have in your entire arsenal is integrity.”

– Zig Ziglar


We take ownership of our responsibilities. Our business processes are designed to bring a high level of service to our partners. Each motivated and thoroughly trained Merz team member is encouraged to have a spirit of accountability and responsibility. We seek to always find better ways to learn and resolve issues in a timely manner.

“Accountability breeds response-ability.”

– Stephen R. Covey


We impart a winning culture in our day-to-day operations as a way of empowering one another to be the best of what we can be. We use this positive and empowering culture to energize our partners. Together, we build value through our competitive carriers and innovative product solutions to improve our partner’s insurance practices and maximize profitability.

“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.”

– Winston Churchill

Client Commitment

We tailor programs and products that cater to each of our partners’ specific client objectives We are committed to address each client’s unique financial goals and personal situation and provide that recommendation we would apply to ourselves in the same circumstances.

“Your customer doesn’t care how much you know until they know how much you care.”

– John C. Maxwell