About
Mericle & Company
Mericle & Company is an independent life insurance advisory firm.
We specialize in working with affluent families, privately-held businesses and their owners, family offices, and their advisors to design, implement, and manage their unique life insurance needs and solutions.
By incorporating your currents needs and future goals we are able to recommend policies and solutions focused on what’s important to you.
Our Process
Goals & Targets
Understand you and your family’s current needs and future goals to identify possible solutions to create the most positive outcome.
Comprehensive Analysis
Complete due diligence on carriers, products, product types, and policy design to seamlessly integrate with the overall solution.
Recommendations
Present analysis and recommendations based on your needs, wants, and wishes to ensure your goals and targets are met.
Integration
By working with you and your team of advisors we are collectively able to structure the policy in the most efficient and effective way possible.
Underwriting
Our in-depth knowledge of the underwriting process allows us to work with you and the carrier(s) to achieve the most favorable outcome.
Implementation
We coordinate the implementation of the new coverage and ongoing policy management and reviews to make sure goals and targets are met.
Independent Thinking
We believe independent thinking is as important as being carrier independent.
Every presentation is designed specifically for each individual based on their circumstances and what they are trying to accomplish.
By collaborating and working with some of the nation’s top advisors in the legal and accounting fields we are able to design favorable solutions for our clients.
Carrier Independent.
Being carrier independent means we work with all life insurance carriers who make themselves and their products available to us. This gives us access to a majority of the policies in the marketplace.
As a result, we are able to access the most favorable policies at the most competitive pricing and underwriting available – even for hard to insure individuals.
This allows us to analyze dozens of products and scenarios to recommend the policy that is most suitable for you.
Carrier Independent.
Being carrier independent means we work with all life insurance carriers who make themselves and their products available to us. This gives us access to a majority of the policies in the marketplace.
As a result, we are able to access the most favorable policies at the most competitive pricing and underwriting available – even for hard to insure individuals.
This allows us to analyze dozens of products and scenarios to recommend the policy that is most suitable for you.
Independent Thinking
We believe independent thinking is as important as being carrier independent.
Every presentation is designed specifically for each individual based on their circumstances and what they are trying to accomplish.
By collaborating and working with some of the nation’s top advisors in the legal and accounting fields we are able to design favorable solutions for our clients.
