Stay Protected with our Legacy 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 legacy and their book of business. Messer knows that agents protect their clients and with Legacy Addendum, Messer extends that same protection to agents.

Messer Financial is the only insurance brokerage that provides a Legacy Addendum for their agents to ensure their MA and ACA commissions can still be paid directly to their chosen beneficiaries in the event of an agent's death – 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 about the 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:
4100 Alpha Rd Suite 472
Dallas, TX 75244

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180 Canal Place
Philadelphia, MS 39350

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