UPCOMING EVENTS

Upcoming webinars, seminars and events at The Merz Agency.

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.