Ask Us Anything

Mericle & Company is Here to Answer Your Questions

Mericle & Company Makes It Easy

Stay Up To Date On News, Information, and Announcements

i

Featured Blog Posts

Case Studies

Discover Mericle & Company

Who We Serve

Mericle & Company specializes in working with affluent families, privately-held businesses and their owners, family offices, and their advisors to deliver tailored life insurance solutions.
T

What We Do

We are a boutique life insurance advisory firm with expertise in the design, implementation, and management of life insurance products, portfolios, and strategies.
l

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

Permanent life insurance policies can change over time impacting overall policy performance. Completing a regular policy “check-up” can help mitigate unanticipated surprises.

Learn More

Trust Owned Life Insurance

Owning life insurance in an Irrevocable Life Insurance Trust can help high-net-worth families create liquidity to assist with transferring large estates income and estate tax-free.

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.

Learn More

FEATURED BLOG POSTS