Jason Mericle Email & Phone Number

Jason Mericle is the founder of Mericle & Company an independent, boutique insurance advisory firm that specializes in working with privately-held companies, affluent families, family offices, and their advisors in the design, implementation, and management of their life insurance portfolios.By providing comprehensive analysis and objective advice we assist our clients and their advisors achieve the most optimal current and future planning results.Life Insurance is More than a Numbers Game.It is a highly personal and emotional decision that can make a considerable financial difference for families and businesses.We do our best to understand what it is important to you and what you're trying to accomplish. Only then can we begin to create a carefully designed plan focused on you.Mericle & Company clients include families & individuals, affluent families, privately-held companies, family offices, and entrepreneurs.The services we offer ranges based on the needs of our client from basic term life insurance planing and policy review to advanced income tax and estate tax solutions.If you’re considering new coverage, been presented an idea that involves life insurance, interested in reducing income taxes or estate taxes, or need to review your existing coverage we would consider it a privilege to speak with you.

Listed skills include Estate Planning, Financial Advisory, Financial Planners, Income Tax, and 17 others.

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  University Of Southern California - Marshall School Of Business

  Business Administration