Our Products

MERIT INCOME INSURANCE

PRODUCT SPECIFICS

Distributions for Life

Vesting Period

Annual Fee

Availability

Flexibility

Excess Withdrawals

Investment Options

Important Ages

Income That Is

GUARANTEED FOR LIFE

In the example below, a 60-year old investor adds Merit Income Insurance to their $100,000 wealth management account.

This is a hypothetical example for illustrative purposes only. It does not reflect an actual account value or the performance of any
investment. The wealth management account value is not guaranteed, can fluctuate, and may lose value.