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10+ Years as a Financial Resource

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3.8 Million Annual

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Thousands of Customers Helped

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20+ Certified Financial Reviewers

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A+ Rating with the BBB

Our Three-Step Process

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Get a Free Consultation

Fill out our secure form to get a free, no-obligation consultation with one of our trusted partners.

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Get Connected to a Provider

A financial expert will help you select a product that meets your financial goals.

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Guarantee Income for Life

A reputable annuity provider will draw up a contract that meets your unique needs.

We Work With Trusted Providers

Our independent agents work with some of the most trusted insurance companies in the industry to find you the best product that fits your retirement goals and objectives.

What Our Customers Say

I was pleasantly surprised by the excellent customer service provided by Mercer. She took my information and I received feedback very fast.

Very helpful and professional couldn’t have asked for anything better. Thanks for the help.

I love how everything is broken down and explained, and the clarity I’ve been given on a subject that I never even knew existed.

Unbiased source of great info on annuities and other types of insurance and financial planning instruments.