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.
Income Replacement Supplemental Retirement Income Annuity Maximization
Sales to a Defective Trust
Irrevocable Trusts Leveraged with Life Insurance
Liquidity Needs Analysis
Leveraging Credit Shelter Trusts
Executive | Business Planning
Supplemental Retirement Income
Non-Qualified Deferred Compensation Plans
Key Person Planning
162 Executive Bonus
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.
Due Diligence (financial strength, etc.)
Selection (competitiveness, etc.)
Monitoring (performance, service, etc.)
Fixed Universal Life
Indexed Universal Life
Variable Universal Life
Mutual of Omaha
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:
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.