A SPECTRUM OF SOLUTIONS

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

Individual Planning

Income Replacement Supplemental Retirement Income  Annuity Maximization 

IRA Maximization 

Long-Term Care 

Disability

Legacy Planning

Premium Financing 

Sales to a Defective Trust 

Irrevocable Trusts Leveraged with Life Insurance 

Liquidity Needs Analysis 

Leveraging Credit Shelter Trusts 

Charitable Planning

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

Expert Guidance

Due Diligence (financial strength, etc.) Selection (competitiveness, etc.) 

Monitoring (performance, service, etc.)

PRODUCT CHOICE

A 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

CARRIER CHOICE

An Expansive Review

A.I.G. 

AXA 

John Hancock

Liberty Life

Lincoln National

Brighthouse

MassMutual

Mutual of Omaha 

Nationwide

OneAmerica

Symetra 

Pacific Life

Principal

Protective

Prudential

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.

 

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 

26 W Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. 

Meritage WIA is not affiliated with The Leaders Group, Inc.

©2019 by Meritage Wealth Insurance Advisors. 

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