Myerson Wealth

Welcoming Dylan Cohen as Partner

The Myerson Agency Welcomes FinTech Expert as Partner to Lead Business Development Efforts.

Business Succession Planning

President and CEO Richard Myerson presents on the “Power of Planning” a business exit strategy at LA’s Skirball Cultural Center.

WealthManagement.com: Surrender a Universal Life Insurance Policy?

Richard Myerson is included in this WealthManagement.com article as one of the key experts identifying whether or not the writer should surrender his life insurance policy.

Life Insurance Wealth Solutions

This video outlines The Myerson Agency’s life insurance process, services, and expertise of intelligently engineered life insurance strategies.

Advisor Today Magazine: The Many Uses of Life Insurance

Richard Myerson’s article for the many ways to use life insurance for wealthy clients was published by Advisor Today magazine.

U.S. News: Using Life Insurance for Investing

U.S. News quotes Myerson on the importance of understanding how a life insurance wrapper is structured, analyzing life insurance as a long-term investment.

Advisor Magazine: The Life Insurance Retirement Plan

Advisor Magazine publishes Richard Myerson’s article on the Private Retirement Plan. The article explores how to use universal life insurance within a retirement-income plan.

U.S. News: Life Settlements

Richard Myerson is featured in a U.S. News article weighing the drawbacks of turning a life insurance policy into cash.

Hearth & Home: Plan for the Future

President and CEO Richard Myerson featured in Hearth & Home article on business planning and transitioning to family members.