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You may not relish the thought of planning, but ignoring the need to plan won't make it go away! The fact is we all have a lot at stake ... a comfortable retirement, our child's education, protecting our income, and assuring our home will stay in our family in the event of death or disability. Our finances become confusing and we have difficulty maintaining a balanced plan. At Merritt Financial Inc., we can help.
When we work with our clients, we take the personal approach, meeting with each client on an individual basis, educating and recommending
products to help you pursue your goals.
Does you current insurance policy?
Pay you monthly income in the event of a disability
Provide monthly income in the event of a chronic illness
Pay funds directly to you in the event of a terminal or critical illness
Give you the choice of earning cash value at a fixed rate or based on equity indexes
If you answered no to any of these questions - it may be time to rethink your insurance needs
For a no cost no obligation consultation in the comfort of your owm home email us at
Merritt Financial Email
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