Merit Income Insurance

Guarantees 5% Annual Income For Life
Which means you can’t outlive your retirement income
Merit Income Insurance is lifetime income protection offered through a fixed contingent deferred annuity.

The Advantages of

MERIT INCOME INSURANCE

INCOME
GUARANTEE

5%
annual distributions guaranteed for life, which means you can’t outlive your retirement income

MAINTAIN
YOUR PLAN

Assets remain
Invested
in portfolios inside the existing wealth management accounts

FINANCIAL
STRENGTH

a-best

Merit Life Insurance Co. is rated A- (Excellent) by AM Best. The rating is as of August 3, 2021 and is subject to change. For the latest Best’s Credit Rating, access

LOW
COST

0.55%
annual fee charged on the value of assets in the wealth management account

INCOME
GUARANTEE

5%
annual distributions
guaranteed for life if/when the wealth management account’s value reaches zero

MAINTAIN
YOUR PLAN

Assets remain
Invested

in portfolios inside the
existing wealth
management accounts

LOW
COST

0.55%
annual fee charged on the
value of assets in the wealth
management account
Assets with income protection are more likely to help clients adhere to their investment plan
Assets remain with the advisor and the wealth management account
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Assets with income protection are more likely to help clients adhere to their investment plan
Assets remain with the advisor and the wealth management account
Previous
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FOR CLIENTS & ADVISORS

CLIENT BENEFITS

Value

Security

Partnership

ADVISOR BENEFITS

Value

Partnership

Differentiated Solution

CLIENT BENEFITS

Simplicity

Security

Partnership

ADVISOR BENEFITS

Simplicity

Partnership

Differentiated Solution

Connect & Learn More

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