MERIT'S VIDEO LIBRARY

A library of videos that break down financial concepts

Proven Wealth Strategies

There is an underlining commonality with the individuals who are best positioned for financial success.

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Maximum Insurance Contract

A maximum insurance contract provides: tax-deferred growth, tax-free distribution, and tax-free wealth transfer.

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Life Insurance Review

It's best to review your existing life insurance policy every 3-5 years due to life changes and/or enhanced benefits.

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Tax Free Retirement

We believe the best approach for retirement is to create an account that is protected from market volatility and is a tax-free account.

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The Cost of Waiting

There are many costly, negative effects you may receive just by waiting one year on purchasing a certain financial vehicle.

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Increase Social Security Benefit

The biggest effect you can have on your Social Security benefit is selecting the optimal time you claim.
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Proven Wealth Strategies | Merit Advisors, LLC, Westerville, OH