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.
Maximum Insurance Contract
A maximum insurance contract provides: tax-deferred growth, tax-free distribution, and tax-free wealth transfer.
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.
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.
The Cost of Waiting
There are many costly, negative effects you may receive just by waiting one year on purchasing a certain financial vehicle.
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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