Partner for a lifetime.

Empower your clients with the support of Merit.

Better together.

At Merit, we design our products to be an essential component of a powerful retirement income strategy. With your expertise and our innovative retirement solutions, we can help your clients retire with confidence together.

Elevating ease.

You’re the expert on what’s best for your clients and how you do business matters. That’s why we make our processes as simple as possible so you can serve your clients seamlessly.

Digital-First Platforms

We invest in state-of-the-art technology platforms that are more efficient and intuitive to use.

In-House Administration

We handle all of our service in-house so you can speak with available client service representatives every step of the way.

Seamless Advisor Onboarding

Our centralized onboarding integrates with related systems for streamlined business processing and accessible support.

Looking forward starts now.