Protection Planning

When you protect your income and your assets, you are protecting yourself and your loved ones. We will help you define your personal protection needs and analyze any gaps in your existing coverage. If new or supplemental coverage is appropriate, we will create a sound application strategy based on your personal health history and analyze the current product landscape to help identify the best fit for your planning.

Meritage partners with Ash Brokerage to find the best products and provider for your protection planning needs. Ash Brokerage is a Brokerage General Agency (BGA) that represents more than 80 top-rated insurance carriers in four main categories of products: life insurance, long-term care insurance, disability insurance, and annuities.

By partnering with Ash Brokerage, we shop many highly rated insurers seeking the best rates while mitigating the risk of being declined for coverage. We work to advocate for the best outcome.

Learn more about protection planning services – contact us for details.


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