Stay Protected with ourLegacy addendum

The Legacy Addendum With Messer

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Partner with MESSER Exclusively and gain access to our Legacy Addendum!

Legacy Addendum protects an agent’s book of business and their legacy. Messer recognizes that agents spend their time working to protect their clients and wanted to provide the same security for Messer agents.

Messer Financial is the only insurance brokerage that provides a Legacy Addendum for their agents to ensure, that in the event of an agent’s death, their MA and ACA commissions can still be paid directly to their chosen beneficiaries – even if their beneficiaries do not have an insurance license.*

Legacy Addendum Highlights:

The Legacy Addendum is voluntary and provided at no cost.
It is fully revokable at anytime
The MA and ACA book of business is sold maintained by Messer
Beneficiaries will be paid commissions for up to 10 years, and as long as the policies remain in place*
Messer agrees to pay full amount of collected commissions (for as long as the policies are in place) to the agent’s beneficiaries

 

*This addendum requires the carrier to be listed on the form and for policies to remain active. Call 866.568.9649 or email [email protected] for information about the Legacy Addendum.

I want to learn more aboutthe Legacy Addendumplanning your futurewith Messer.

Interested in working with us?

*This addendum requires the carrier to be listed on the form and for policies to remain active. 

Call 866.568.9649 or email [email protected]

for information about the Legacy Addendum.

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Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227

Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243

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180 Canal Place
Philadelphia, MS 39350

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