Financial Strength

Merit Life offers depletion insurance supported by our strong balance sheet, as well as the balance sheets of affiliated prominent global diversified financial services companies.

WHO WE ARE

Merit Life Insurance Co. is a Texas Insurance company, incorporated in 1957. We are led by a highly seasoned and experienced management team. We are purposed-built to enhance the value proposition that our partner firms and advisors provide to their clisents,

WHAT WE DO

Merit Life provides simple, low-cost, guaranteed distributions for life to clients with wealth management accounts. Our portfolio depletions insurance TM is the only solutions that allows the advisor and client to maintain management and oversight of the assets of the current wealth management accounts.

STRONG VALUE PROPOSITION

DEPLETION INSURANCE™

ADVISOR AND FIRM BENEFITS

CLIENT BENEFITS

INVESTOR' GUARANTEED INCOME

THE ADVANTAGES OF DEPLETION INSURANCE

DISTRIBUTION
GUARANTEE

5%
annual distributions guaranteed for life, if/when the account value reaches zero

ASSET
CONTROL

Keep Your Plan
Your Plan inside the existing wealth management accounts

LOW
COST

0.50%
annual fee charged on the value of assets in the wealth management account

COMPANY
STRENGTH

A-
A.M. Best “excellent” financial strength rating*

Strong Balance Sheet A- A.M. Best Company

CONNECT AND LEARN MORE

GUARANTEE YOUR DISTRIBUTION STRATEGIES FOR LIFE

Feel free to reach out to us, someone from the team at Merit Life Group team will reach-out to you shortly. Would you like to immediately apply?

Start your application here

203.902.4221
2 Corporate Drive, 7th Floor
Shelton, CT 06484