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News

September 8, 2020

Evaluating Today’s “Safe Money”

The companies that emerge stronger from a crisis all share one common strength – their sales and leadership teams are

September 3, 2020

Evaluating Opportunity During the New Normal

The companies that emerge stronger from a crisis all share one common strength – their sales and leadership teams are

September 3, 2020

REMINDER: New Rate Refresh and Benefit Changes

Mutual of Omaha is refreshing their rates and implementing benefit option changes to the MutualCare Solutions Portfolio effective September 1,

September 3, 2020

The New Era of Life Insurance

Traditional Guaranteed Universal Life (GUL) insurance has long been the primary method of providing death benefit guarantees to clients. However,

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Upcoming Events

March 17th, 2020

The World of FIA Indices

Co-hosted by Sammi Lee, of Barclays, and Ben Engel.

Please join the Merz Agency in conversation with Sammi Lee, of Barclays, for a webinar where we will breakdown FIA’s, Smart Beta and the ever evolving landscape.

December 17th, 2019

Lincoln Financial Webinar

Join us as we discuss tax-efficient lifetime income strategies in addition to strategies available with the i4LIFE rider. Including pre 59 1/2, tax-advantage payments, wealth transfer strategies, joint income for non spouses and solutions for clients over 85.

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