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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...
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Prospectus

State Availability

You should consider the features of this fixed deferred annuity contract carefully before purchasing. This and other important information is contained in the prospectus, which can be obtained from www.meritlifegroup.com. You should read the prospectus carefully before purchasing.

The information provided is not intended as legal or tax advice. Please consult with your Financial Advisor before purchasing. This product may not be available in all states.

Fixed Contingent Deferred Annuities(“Banyan” or “CDA”) are issued by Merit Life Insurance Co. Guarantees are backed by the claims-paying ability of the issuing company. Banyan, has no cash value, surrender value, or death benefit.

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.

Banyan is available through wealth management firms that have entered into operating agreements with Merit. The prospectus outlines criteria for acceptable wealth management firm portfolios that are useable in relation to CDAs. Annuities may be continued if accounts are moved to Merit contracted wealth management firms. For a list of approved firms, please contact 833.637.4854. Please note Merit CDAs may be terminated for breach of the wealth management firm’s portfolio investment guidelines and/or if Merit’s operating agreement with a wealth management firm is terminated.

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.

© 2022 Merit Life Insurance Co. All Rights Reserved.

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