Discover Mericle & Company
Who We Serve
What We Do
Why Choose Us
Our relationship with dozens of insurance companies ensures our clients have access to the most cost-effective and appropriate products to meet their current and future planning goals.
MCo. Case Studies
Explore Client Success Stories. We help our clients navigate the complexities of life insurance while achieving superior results.
See All Case Studies >>
Life Insurance Policy Review
Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Learn More
Life Insurance Premium Financing
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Trust Owned Life Insurance
Life Insurance Premium Financing helps high net worth families secure large life insurance policies. Life Insurance Premium Financing helps high net worth families secure large life insurance policies.
Learn More
FEATURED BLOG POSTS
[FACT] There Is No Such Thing As A Section 7702 Plan
Have you ever heard of Section 7702 Plan? I hadn’t either until a few weeks ago. That’s when a colleague of mine reached out and asked me this ...
Restricted Property Trust – A Tax Deductible Plan for Business Owners
A Restricted Property Trust is used by successful business owners to reduce income taxes and grow assets. The ability to make Before Tax Contribut...
The Ultimate Guide to Indexed Universal Life Insurance
Indexed Universal Life Insurance (IUL) offers a unique alternative to more traditional permanent life insurance policies. While Indexed Universal L...
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split-Dollar Life Insurance plan is a sophisticated strategy that can help with the payment of life insurance premiums. A life insurance policy...
[Case Study] How Life Insurance Premium Financing Can Save You Millions
Life insurance premium financing allows ultra-affluent families to secure life insurance coverage by borrowing ongoing premium payments. Most peop...
Northwestern Mutual Struggles Continue – Should Policy Owners be Worried?
Northwestern Mutual announced on January 26, 2017, they will be laying off hundreds of employees by March 31st. The company’s chief investment of...
A Guide to Understanding Indexed Universal Life Insurance (IUL)
Indexed Universal Life Insurance is a type of universal life insurance offering permanent protection. There are three different types of universal ...
The Problem With Some Life Insurance Carriers…
Advising individuals, families, and business owners on their existing permanent life insurance coverage continues to be challenging. In fact, I jus...
Common Life Insurance Policy Riders
Life insurance policy riders are add-ons to a life insurance policy at issue. The best way to think of a rider is they are like an option for your ...