Kara Merritt

Associate Director
Kara Merritt Photo
Mobile
337-789-0150
Office
337-364-7434
kara.merritt@transamericanetwork.com
Office
Social Media
https://www.linkedin.com/company/transamerica-agency-network-
https://www.facebook.com/TransamericaAgencyNetwork/

Bio #5

I love helping my clients discover all that life insurance can do for them, including how it can help to supplement their retirement savings. Having peace of mind and financial security can help people live their best life. 
Areas of Experience
Annuities
Business strategies
Disability insurance
Life insurance
Long-term care insurance
Retirement strategies
Certifications and Designations

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When to assess your life insurance needs

Life changes can offer exciting opportunities. To make sure your financial strategy still meets your financial goals, I suggest consulting with a life insurance agent to assess your plan on a regular basis. A good rule of thumb is either every two years or when you have one of the major life events listed below.  

engagement-move-in

Getting married

family-home

Buying a new home

baby-1

Having a baby

business-contract-handshake-sign

Starting a business

plant-smile

Enjoying your empty nest

Nearing retirement

A wealth of knowledge

Transamerica is dedicated to improving the financial well-being of everyone. As a life insurance agent, I want to ensure my clients have the information they need to make sound financial decisions. This includes providing guidance and educational materials that help them prepare for the future so they can live their best life. 

Top 9 features of life insurance

You may be surprised by some of the ways life insurance can help secure your financial future. It can help you save for college, pay off debt, save for retirement, and achieve other goals. 

read about the benefits

Understanding final expense life insurance

Final expense insurance can help make a difficult time for your family a little easier. It’s a form of whole life insurance designed to cover funeral and other end-of-life expenses.  

Final expense insurance