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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.
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.
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.
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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.
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.
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.
FEATURED BLOG POSTS
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 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 2025 Lifetime Gift Tax Exemptions, Sunset Provisions, and Planning for the Future
The IRS has recently announced important updates regarding gift tax exclusions and lifetime exemption amounts for 2025. As financial and estate pla...
![[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2016/09/fi-restricted-property-trust-case-study-400x250.png)
[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A...
The Importance of Life Insurance Policy Reviews
A life insurance policy review is an important process that will help you understand your current coverage and make sure it still meets your needs....
Why You Should Consider Life Insurance with Long-Term Care, and What You Need to Know About It…
Life insurance with long-term care is a unique product for people interested in reducing their financial exposure to long-term care services. Long-...
How Successful Business Owners Can Use Life Insurance to Reduce Taxes
If you’re a successful business owner earning $700,000 or more in annual income, you’re likely aware of just how punishing the tax code can...
Understanding the Restricted Property Trust: A Strategic Solution for High-Income Business Owners
For successful business owners with annual earned income exceeding $700,000, reducing income taxes while building long-term wealth is a constant ch...