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Monthly MERIT Newsletter

Message from the Vice President

Addison Rosenbluth, CLTC

Thank You for a Strong First Half of 2025!

It’s hard to believe, but we’re already halfway through 2025. As we flip the calendar to July, we wanted to take a moment to pause, reflect, and extend our sincere appreciation to each and every one of our agent and advisor partners.

Thanks to your dedication, professionalism, and commitment to serving your clients, MERIT is having another record-breaking year across all product lines—Annuities, Life, LTC, DI, and Medicare. Your hard work continues to fuel our growth and reinforces why we do what we do: support independent professionals with the tools, technology, and training to thrive.

We’re energized by what we’ve accomplished together in the first six months—and even more excited about the opportunities that lie ahead in the second half of the year. From carrier updates and product launches to training enhancements and quoting tools, we’re doubling down on ways to help you succeed.

Let’s keep the momentum going—MERIT is here for you every step of the way.

Thank you again for being a valued partner of the MERIT family. Here’s to a strong finish to 2025!

Sincerely,

Addison Rosenbluth

Vice President

MERIT Insurance Services, LLC

Underwriting Update

Fast Track ➡️ Preferred Best 

with automatic risk-class upgrades, up front.

For Adults 18-80

Covers All Death Benefits

Underwritten 

Risk Class

Eligibility

Upgraded 

Risk Class

Preferred

Nontobacco

⬆️ UPGRADED

Preferred Best

Nontobacco

Standard

Nontobacco

⬆️ UPGRADED

Preferred Best

Nontobacco

Table 2

Nontobacco

⬆️ UPGRADED

Preferred Best

Nontobacco

Standard

Tobacco

⬆️ UPGRADED

Preferred Best

Tobacco

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Upcoming Events

Featured Indexed Annuity Webinar

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Tuesday, July 8 | 11 A.M. – 12 P.M. | Zoom

MERIT Insurance Services invites you to unlock new opportunities for your clients with a cutting-edge indexed annuity, expertly designed to balance growth potential with robust protection.  

NAIFA CT Summer Social

Thursday, July 10 | 4 – 7 P.M. | Kinsmen Brewing Co.

409 Canal St, Milldale, CT

This casual social is the perfect way to unwind after work with familiar faces or make new industry connections.

Enjoy local beer, delicious pizza, and a relaxed vibe.

2026 AEP KICK-OFF 

Thursday, September 25 | 9:30 A.M. | Sheraton Hartford South Hotel

100 Capital Blvd, Rocky Hill, CT

10 A.M. – 3 P.M. – Meeting

Special Guest – Bill Kiray

5 Carriers Presenting

Lunch Included

Let’s Get Social

We’re now on LinkedIn®!

Follow us on LinkedIn to join our growing community and stay up to date with the latest news, insights, and industry updates. See you there!

Addison Rosenbluth, CLTC

Vice President

 

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