THE VALUE OF EXPERIENCE
Professional Wealth Insurance Advisors
Meritage is a National Insurance General Agency with full support capability for client advisors managing important, sophisticated client relationships. Our team offers:
Point of sale support when meeting with clients
Back-office support with high-end case management experience and underwriting support
Advanced case design access through private practice rms and life insurance carrier legal and accounting professionals
Numerous life insurance carrier relationships based on exceptional track records of placing large cases
We are supported by seasoned administrative staff and operational support with decades of experience.
Proven Performance over the Decades
Highly credentialed with 125+ years of aggregate experience.
Ability to navigate Jumbo life insurance cases (underwriting support and servicing)
Ten+ on-team support and advisory professionals located throughout the country
Local support with national capabilities
Back office structured to accommodate sophisticated, complex underwriting strategies
Experienced in providing consultative strategies involving Family Planning, Legacy Planning, Retirement Planning and Business Planning for your clients and professional advisors
Broad experience with private practice and institutional practice
Supported by a dedicated sales and service desk to manage submitted cases from application to issue
A Century of Experience at Your Service
Our founding partners each have more than 20 years of experience working with highly successful Financial Advisors in a consultative capacity. During our tenure at previous firms, our partners were:
Responsible for the development, design and implementation of customized insurance plans
Part of a specialty business unit supporting the Private Bank and Financial Advisors
Supported by senior office administrators.