Life Insurance HQ
The Life Insurance HQ Podcast
Conversations about life insurance strategies for estate planning, business planning, and preserving wealth.
The Podcast
Life Insurance for Complex Planning
Life insurance can play a critical role in addressing the planning challenges that come with significant wealth, closely held businesses, and illiquid assets.
Life Insurance HQ explores the strategies, decisions, and real-world considerations that affluent families and business owners face when life insurance becomes part of a broader estate, business, or wealth planning strategy.
Hosted by Mericle & Company, Life Insurance HQ brings practical perspective to complex planning topics—without losing sight of the decisions that matter most.
Listen To The Podcast
Listen to the Life Insurance HQ Podcast
Listen to the latest episode for practical perspective on the planning issues facing affluent families and business owners.
What We Discuss
Life Insurance in the Context of Planning
Estate & Wealth Planning
Estate liquidity, trust planning, wealth transfer, and strategies for families with significant or illiquid assets.
Business Planning
Buy-sell planning, key person coverage, succession planning, and business continuity strategies.
Life Insurance Strategy
Policy design, premium financing, policy management, and evaluating life insurance strategies.
Have A Planning Question
We're Here to Help
If you have a question about a topic covered on the podcast or would like to suggest a future episode, we’d love to hear from you.
Contact Us
Have a Question?
Have a planning question or an idea for a future Life Insurance HQ episode? Send us a note and we’ll be in touch.