SOLUTIONS FOR TODAY'S SUCCESSFUL CLIENTS 

From individual plans to sophisticated legacy programs to structured executive benefits packages,
MERiTAGE has the expertise to deliver client-specific solutions.

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Individual Planning
Income Replacement Supplemental Retirement Income  Annuity Maximization 
IRA Maximization 
Disability

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Legacy Planning
Premium Financing 
Sales to a Defective Trust 
Irrevocable Trusts Leveraged with Life Insurance 
Liquidity Needs Analysis 
Leveraging Credit Shelter Trusts 
Charitable Planning

Business Group

Executive | Business Planning
Supplemental Retirement Income 
Non-Qualified Deferred Compensation Plans
Buy-Sell Funding 
Key Person Planning
162 Executive Bonus 
Split-Dollar Plans

TAILORED SOLUTIONS

At Meritage Wealth Insurance Advisors, you have access to a comprehensive suite of products from highly rated, independent insurance companies.  This provides your clients with value, unbiased choice and security.

PRODUCT MANAGEMENT

Office Consultation

PRODUCT CHOICE

Contract Paper Signing

CARRIER CHOICE

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Expert Guidance

Due Diligence (financial strength, etc.)

Selection (competitiveness, etc.) 

Monitoring (performance, service, etc.)

Comprehensive Approach

Term Life

Whole Life 

Fixed Universal Life

Indexed Universal Life

Variable Universal Life

Long-Term Care

  • Traditional

  • Asset-Based LTC

  • Hybrid 

Disability Income

Core Carriers

A.I.G. 

Alliance

AmericanNational

AXA 

Brighthouse

John Hancock

Lincoln National

MassMutual

Mutual of Omaha 

NorthAmerican

Nationwide

OneAmerica

Pacific Life

Principal

Protective

Prudential

Securian

Symetra 

A WIDE SELECTION OF CARRIER PARTNERS MEANS MORE OPTIONS AND CHOICES

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THE
PROVEN
PROCESS

We Succeed Together

Because every client has unique needs and goals, we approach each case design with critical eyes.  We are learning, listening and evaluating current holdings to ensure we deliver the best solutions for your client. Plus we offer ongoing review of products to make sure investments are serving as expected. This five step process helps ensure all decision critical factor are addressed in a time tested method:

  • Introduction

  • Discovery

  • Plan Design

  • Implementation

  • Maintenance

Equally important to the initial design, we can help monitor the implemented program and products to ensure the plan continues to deliver solutions in changing economies and personal circumstances.

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