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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 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...
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Charlotte, NC 28203

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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. Guarantees are subject to the claim paying ability of the issuing insurance company.

Merit Life Insurance Co. is rated A- (Excellent) by AM Best and was updated on October 11th, 2023. For the latest 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.

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