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Merz Agency

Your partner for over 60 years.

LIBRA UPDATES +

MARKETING MATERIALS

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GRAB + GO MARKETING MATERIALS

GLOBAL ATLANTIC EXTERNAL TERM CONVERSION

SYMETRA EXTERNAL TERM CONVERSION

News

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August 27, 2020

When Consistency Matters

Consistent renewal rates can help give clients confidence in their future. Global Atlantic has a 100% track-record of setting renewal

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August 27, 2020

Regulatory Roundup

Regulatory changes can impact the way you do business and serve your clients. How do you stay on top of

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August 13, 2020

Roth IRA May Trigger a Lawsuit

Read the full article on Nailba’s website. August 13th, 2020 Roth IRA May Trigger a Lawsuit Read the full article

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August 13, 2020

New NAIC Suitability Training Requirement

Since several enhancements have been made to The Power Protector Series of Index Annuities® to help clients meet their retirement accumulation and

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Learn more, get a quote
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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.