MerCap has partnered with a number of industry-leading firms as a way to enhance its offering and provide independent financial advisors and Registered Representatives with access to best-in-class capabilities under one roof.

Examples include:

Ash Brokerage

Ash Brokerage is a privately-owned, family-operated insurance brokerage general agency based in Fort Wayne, Indiana. For almost 40 years, Ash has provided insurance agents, financial advisors, registered representatives and career agents a multitude of products and support for
life insurance, long term care, disability income, annuities and advanced markets. Ash has grown to become one of the largest independently-owned brokerage agencies and as a closely held business, they have the privilege of building their success for the next quarter-century versus the next quarterly earnings call.

Located throughout the United States with 18 sales offices, Ash Brokerage’s staff of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure you have the right solutions for your clients.

Through partnerships with more than 80 insurance companies, Ash provides you access to a comprehensive portfolio of product resources. Ash employs 18 underwriters and a medical director to offer you on-on-one consultations for solutions to financial land health underwriting challenges. Ash is here to provide you hands-on expertise as well as an unbiased and objective analysis of your client’s insurance needs.

Ash Brokerage is the Practice Enhancement Company. Let Ash take your business to the next level through their consultative approaches to product solutions, concept evaluation, underwriting negotiation and business development. Explore Ash’s web site to learn how Ash Brokerage can enhance your practice.

Financial Computer Services

Financial Computer Services is your partner in providing trustworthy Computer Support that can increase productivity and profitability in your business. With IT Compliance for Financial Services that are customized to meet your unique business needs, you can stop worrying about
Technology and focus on what really matters.

  • Industry-leading financial services consulting firm
  • Instrumental in the design, development, and support of MerCap’s technology platform.

H_MGPMoneyGuide Pro

MoneyGuidePro® makes robust goal-based financial planning fast and easy. We believe that everyone needs and deserves a quality financial plan because it makes lives better, it helps clients make better decisions with better advice, and you more successful. Reach more clients profitably with quality financial planning that addresses key financial concerns to include running out of money, health care and long term care costs, investment losses, asset allocation and optimizing Social Security. Help identify gaps and empower clients to stress test their plans while focusing on achieving their goals for retirement. MoneyGuidePro®, created by PIEtechSM, is easy-to-use, adaptable and can help you grow your revenue, engage clients faster and do more with your time.

Global Relay

Email review and archiving systems.

Docupace

Paperless business processing system

M&O

Commission processing system.