UPCOMING EVENTS

Upcoming webinars, seminars and events at The Merz Agency.

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, as we breakdown FIA’s, Smart Beta and the ever evolving landscape.
March 17th, 2020
8:00-8:45am (pst)

December 17th, 2019

Lincoln Webinar

with Justin Shipman from Lincoln Financial

Join us for a webinar where we will 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.
December 17th, 2019
10:00-10:30 am

November 19th, 2019

OneAmerica Symposium

Co-Hosted by Ken Hurlihy and Steve Santos

It’s time to give assets a new life. Join us for a webinar with OneAmerica as we discuss their Long-Term Care Annuity Care product.
November 19th, 2019
8:30-9:00 am

November 14th, 2019

Merz Agency Symposium

Sponsored by Prudential Life Insurance

Join us for our bi-annual symposium…
Sponsored by Prudential Life Insurance, we will be hosting our bi-annual symposium on November 14th. We will be focusing our discussion on the following topics:
_ Assets under management vs life insurance
_ Managing cash value policies effectively
_ Fixed equity index annuities with income riders 
2 hours of Oregon and Washington Continuing Education credits are available.

 

November 14th, 2019
7:30-10:30 am

September 24th, 2019

F&G Lunch and Learn

with F&G regional director Grant Smith

Join The Merz Agency and Grant Smith…
As he co-hosts an exclusive Lunch & Learn at The Merz Agency. Grant will be covering a range of topics including F&G’s Accelerator Plus and Barclay’s Trailblazer Sectors 5 Index product. In addition, we will discuss what F&G is doing to give back to their Financial Advisors.
RSVP’s are required as space is extremely limited. Please email Sara through the link below or at [email protected]

September 17th, 2019

F&G Annuity Webinar

with F&G regional director Grant Smith

Why F&G? Why Accumulation Now? What is F&G doing for you? 
Join F&G’s regional director, Grant Smith, as he co-hosts an exclusive webinar for The Merz Agency. Grant will be covering the following topics:
_ F&G’s Accumulator Plus, a “pure accumulation FIA” with no fees
_ The Barclays Trailblazer Sectors 5 Index, the number one performing index in our industry
_ What F&G is doing to give back to our financial advisors
A brief Q&A will be held immediately following the presentation. Registration is required – see below. Once you are registered you will receive login details.

August 13th, 2019

One America Annuity Care Webinar

Let’s make a good thing better.
One America Care Solutions annuity-based products can provide a tax-efficient way to help your clients pay for long-term care (LTC) protection. It’s as simple as repositioning a portion or all of an existing annuity into a new annuity that provides tax-free LTC benefits. Going us for a free webinar where we will be discussing the advantages of One America’s Annuity Care product and the marketing and sales support provided.