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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
Life Insurance and Mortality: What Life Insurance Carriers Don’t Want You To Know!
There are certain inevitabilities in life. Like it or not, one of them is death. When our own mortality comes into question there are always challe...
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-...
Why Convertible Term Life Insurance Matters And What You Need to Know About It!
Converting a term life insurance policy can be a valuable benefit. However, it is often overlooked. Most term life insurance policies include a f...
Premium Financing Life Insurance
Premium financing life insurance is the process of borrowing money to pay large life insurance premiums. Annual premiums will typically range from ...
![[FACT] There Is No Such Thing As A Section 7702 Plan](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2016/09/fi-section-7702-life-insurance-plan-400x250.png)
[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 ...
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....
Ultimate Guide to Buy Sell Agreements with Life Insurance
A properly executed and funded buy-sell agreement with life and disability insurance can provide stabilization and continuity of a closely held bus...
![[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance](https://m3c9f7m7.delivery.rocketcdn.me/wp-content/uploads/2021/03/fi-universal-life-insurance-policy-review-400x250.png)
[Case Study] How Crediting Rates Can Adversely Impact Life Insurance Policy Performance
In 2008, Michael sold his successful manufacturing company at the age of 52. As a result of the sale, Michael was able to retire and enjoy the fine...
The Benefits of a Life Insurance 1035 Exchange
A life insurance 1035 Exchange is a tax-free transfer of policy values from a life insurance or annuity policy to a new policy. This allows policy ...