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Q&A: The Insurance Veterans on a Mission to Remake Annuities

Q&A: The Insurance Veterans on a Mission to Remake Annuities

by meritlife | Aug 26, 2022 | Merit in the News

Merit Life is the smallest company making noise in what it hopes will become a big market: the sale of annuities that can be wrapped around mutual funds. Its contingent deferred annuity, called Banyan, has been approved for sale in more than 30 states. Read the...
Q&A: The Insurance Veterans on a Mission to Remake Annuities

Advisors Waiting to See How Bolt-On Annuity Income Spigots Work

by meritlife | Aug 19, 2022 | Merit in the News

Merit’s CEO Dave Anderson is helping annuitants and their advisors alike reimagine the benefits of adding an annuity to any well-adjusted portfolio. Read the article on...
Q&A: The Insurance Veterans on a Mission to Remake Annuities

Merit Life Insurance Poaches Equitable, Prudential Execs

by meritlife | Aug 17, 2022 | Merit in the News

Martin Woll, after 11 years as COO of Equitable’s individual retirement business, joins Merit Life Insurance as chief operating officer. Cliff Merrill, following 16 years at Prudential, joins Merit as chief product and distribution officer. Read the article on...
Q&A: The Insurance Veterans on a Mission to Remake Annuities

Merit Life Aims to Ramp Up Annuity Sales

by meritlife | Aug 17, 2022 | Merit in the News

Merit Life Insurance, known for their Banyan CDA, has brought on two new members to their C-Suite: Martin Woll, a former Equitable executive, and Cliff Merrill, a Prudential veteran, to join their C-Suite. Read the article on...
Merit Life Insurance Expands Leadership Team With Prudential and Equitable Veterans Joining C-Suite

Merit Life Insurance Expands Leadership Team With Prudential and Equitable Veterans Joining C-Suite

by meritlife | Aug 8, 2022 | Press Release

Merit Life Insurance Co. (Merit), the next generation annuity provider, announced today that retirement industry veterans Martin Woll and Cliff Merrill, CFA, have joined the firm’s C-Suite. Both executives report to David Anderson, CEO of Merit. Download the press...
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Information provided on Merit’s website is not intended as legal or tax advice. This material is intended to be a general description  for public review and education. Please consult with your Financial Advisor before purchasing any of Merit’s annuity products, which may only be available in certain states. Annuities are long term retirement vehicles and may only be offered by a licensed insurance agent. Merit’s products are not guaranteed by any bank nor insured by the FDIC/NCUA.

Merit Life Insurance Co. is rated A- (Excellent) by AM Best and was updated on September 16, 2022. For more information on the AM Best’s Credit Rating, access www.ambest.com Please note this rating does not apply to any investment product and is subject to change.

Securities transactions are effected through INTE Securities LLC, Member FINRA (www.finra.org) / SIPC (www.sipc.org).  To view INTE Securities LLC, go to www.finra.org/brokercheck.

© Merit Life Insurance Co. All Rights Reserved.
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