Our Clients Are Our First Priority

Welcome to Mericle & Company

We are dedicated to helping families and business owners solve their life insurance planning needs.

About Mericle & Company

My name is Jason Mericle, and I’m the founder of Mericle & Company. I want to welcome and thank you for taking the time to learn more about our company.

Mericle & Company is a leading, independent life insurance consulting firm.

By providing comprehensive analysis and objective advise we assist our clients and their advisors achieve the most optimal current and future planning results.

Life Insurance is More than a Numbers Game.

It is a highly personal and emotional decision that can make a considerable financial difference for families and businesses.

We do our best to understand what is important to you and what you’re trying to accomplish. Only then can we begin to create a carefully designed plan focused on you.

Mericle & Company clients include families & individuals, ultra-affluent families, privately held companies, and entrepreneurs.

The services we offer range based on the needs of our client from basic term life insurance planning to advanced income tax and estate tax planning solutions.

We are consistently among the first to hear about new tax and insurance ideas – the majority of which are not suitable for our clients because they are either poorly conceived or highly risky.

Fortunately, we also hear about new ideas that are both conservative and powerful, and can be tremendously beneficial for the right person.

If you’re considering new coverage, been presented an idea that involves life insurance, interested in reducing income taxes or estate taxes, or need to review your existing coverage we would consider it a privilege to speak with you.

We Are Carrier Independent.

Being independent allows us to obtain the most favorable policies at the most competitive pricing available – even for hard-to-insure individuals.

We have access to a majority of the policies available in the marketplace. We are able to analyze dozens of products and scenarios to recommend the policy that is right for you.

If the “right” product doesn’t exist at one carrier we’ll go to the next one (or all of them) until we find a carrier and product that does.

We Are Independent Thinkers.

We believe Independent Thinking is as important as being Carrier Independent.

By collaborating and working with some of the nation’s top advisors in the legal and accounting fields, we have successfully designed favorable solutions for our clients.

We are consistently among the first to learn about new tax and insurance ideas. Many of which could have a major financial benefit for high-income and high-net worth individuals.

 

We Are Carrier Independent.

Being independent allows us to obtain the most favorable policies at the most competitive pricing available – even for hard-to-insure individuals.

We have access to a majority of the policies available in the marketplace. We are able to analyze dozens of products and scenarios to recommend the policy that is right for you.

If the “right” product doesn’t exist at one carrier we’ll go to the next one (or all of them) until we find a carrier and product that does.

We Are Independent Thinkers.

We believe Independent Thinking is as important as being Carrier Independent.

By collaborating and working with some of the nation’s top advisors in the legal and accounting fields, we have successfully designed favorable solutions for our clients.

We are consistently among the first to learn about new tax and insurance ideas. Many of which could have a major financial benefit for high-income and high-net worth individuals.

 

Case Studies

Family Protection

Learn more about what many of our families do to eliminate and avoid the financial loss of a loved one.

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Policy Review

We work with policy owners, trustees, accountants, and attorneys to review existing life insurance coverage.

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Tax Planning

Our High-Income Earning Business Owner clients are using this solution to reduce and defer income taxes.

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Estate Planning

Proper estate planning involves strategic planning to ensure a lasting legacy for our affluent clients.

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The Extended Network

Over the past 20-years we have successfully developed an extended network. It’s a network of the best tax, legal, and professional advisors throughout the United States.

It’s a group of people we trust and have done business with over time. Many of them are also independent thinkers who will get the job done quickly and efficiently.

The first step is to understand the problem you are trying to solve. The second step is to build a plan to solve the problem. The third step is to employ our network of advisors to implement the plan.

The extended network is a group of professionals who have been in your shoes or helps others like you.

Jason Mericle founded Mericle & Company in 2011.

Jason works directly with individuals, families, and business owners to assist them in creating basic to advanced life insurance solutions.

He has been in the industry servicing this group since 2000.

Jason compliments his extensive knowledge of life insurance products with an in-depth understanding of the different tax and legal structures for which they are used.

He continues to enjoy close relationships with his clients, who in many cases have been referred to him by existing clients, attorneys, accountants, trustees, and other professional advisors.

Jason received his Bachelor of Science degree in Business Administration with an emphasis in Financial Analysis from the University of Southern California.

Community

Jason is the current Volunteer Co-Chairman of the Hoag Classic (formerly Toshiba Classic) a PGA Tour Champions event. The Hoag Classic has donated over $20 million for the benefit of Hoag Memorial Hospital Presbyterian over the past 20-years.

Jason serves as a Board Member on the Hoag Hospital Planned Giving Advisory Committee.

He is also a two-time Past President for the Orange County chapter of the National Association of Insurance and Financial Advisors (NAIFA).

Family

Jason resides in the Orange County suburb of Ladera Ranch, California with his wife and their two children. Jason and his family enjoy camping, fishing, golf, and is an avid swimmer.

 

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