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Insurance

Evaluating Your Insurance Coverage on National Insurance Awareness Day

June 25, 2024
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Insurance is the safety net that every individual and family needs, mitigating bigger problems when the worst-case scenario occurs and minimizing unnecessary financial risks. Yet an alarming number of households…

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Three Reasons Life Insurance Should be Part of Your Wealth Plan

March 20, 2024
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As an investor with significant assets,  it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and…

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At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, preserve and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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