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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.