About Mericle & Company
Independent Guidance for Complex Life Insurance Decisions
Helping affluent families, business owners, and their advisors evaluate, structure, and manage life insurance strategies with clarity and confidence.
Areas of Expertise
Helping affluent families, business owners, and their advisors navigate complex life insurance planning decisions.
Estate Planning
Creating liquidity and supporting wealth transfer strategies for future generations.
Business Succession
Helping business owners facilitate ownership transitions and protect business continuity.
Premium Financing
Evaluating financing strategies designed to preserve liquidity and enhance flexibility.
Policy Review
Ensuring existing policies continue to support evolving goals and planning needs.
Our Approach
Independent guidance.
Strategic thinking.
Long–term stewardship.
We combine independent guidance, advanced planning expertise, and ongoing stewardship to help clients make informed life insurance decisions with confidence.
Life insurance is not a product. It is a planning tool that should be aligned with a family's broader wealth, liquidity, and legacy objectives.
Independent Guidance
We provide objective recommendations based on your goals and circumstances, rather than the interests of any single insurance carrier.
Advanced Planning Expertise
We help clients navigate complex planning strategies involving estate liquidity, wealth transfer, business succession, and premium financing.
Collaborative Process
We work closely with attorneys, CPAs, trustees, family offices, and investment advisors to support coordinated planning decisions.
Carrier Marketplace Access
As an independent firm, we evaluate solutions across leading insurance carriers to identify appropriate planning options based on your objectives.
Ongoing Stewardship
Life insurance strategies should evolve as circumstances change. We provide ongoing reviews to help ensure policies remain aligned with your objectives.
Who We Serve
Guidance for Families, Business Owners, and Their Advisors
We partner with individuals, business owners, and professional advisors to address sophisticated planning needs with clarity and confidence.
Affluent Families
Helping families address estate liquidity, wealth transfer, legacy planning, and life insurance strategies.
Business Owners
Supporting succession planning, key person protection, buy-sell funding, and business continuity objectives.
Professional Advisors
Collaborating with attorneys, CPAs, trustees, family offices, and investment advisors on coordinated planning decisions.
How We Work
A Structured Process.
Thoughtful Guidance.
Better Outcomes.
We take a disciplined and collaborative approach to helping clients evaluate, implement, and manage life insurance strategies aligned with their broader planning objectives.
01
Understand
Meaningful planning starts with understanding your goals, concerns, and broader planning objectives.
02
Evaluate
We evaluate your current situation, review planning strategies, and assess potential solutions aligned with your objectives.
03
Recommend
We present our findings, discuss available options, and help you determine the most appropriate path forward.
04
Implement
When appropriate, we work alongside attorneys, CPAs, trustees, and other advisors to support implementation.
05
Monitor
As circumstances evolve, we provide ongoing reviews and guidance to help ensure your strategy remains aligned with your goals.
Meet Jason Mericle
Independent Advice.
Long-Term Relationships.
Jason Mericle founded Mericle & Company to provide affluent families, business owners, and their advisors with independent guidance for complex life insurance planning decisions.
Rather than focusing on a single product or carrier, his approach centers on helping evaluate strategies in the context of their broader estate, business, and wealth planning objectives.
Jason works closely with attorneys, CPAs, trustees, family offices, and investment advisors to help clients make informed decisions with clarity and confidence.
Independent Guidance
Objective recommendations tailored to your goals, circumstances, and broader planning objectives.
Advanced Planning Expertise
Supporting complex estate, business, and wealth planning decisions involving life insurance.
Collaborative Relationships
Working alongside attorneys, CPAs, trustees, family offices, and other trusted advisors.
Next Step
Let’s Start the Conversation.
Whether you’re evaluating a new life insurance strategy, reviewing an existing policy, or exploring solutions for estate, business, or wealth planning objectives, we’re here to help you make informed decisions with clarity and confidence.