The Merrill Anderson Company

The Merrill Anderson Company has been creating compelling, inexpensive financial and estate planning communications for 80+ years.

Customers include trust departments within banks, trust companies, RIAs, broker-dealers, and attorneys.

NAEPC members are eligible to receive an exclusive and substantial discount for the Estate Planning Update email campaign, a bi-monthly e-newsletter with insights about what’s happening in the estate-planning field (largely talking about recent legislation). Copy can be provided to drop into an existing template, or the firm can handle the template creation in your brand architecture and take care of the emailing process!

Merrill Anderson will provide a significant discount, 66%, to NAEPC members on the content license, and a 50% discount on the template setup fee if the user would like the company to handle email distribution.

Contact Sirvydas Vebra at svebra@merrillanderson.com or 203-377 4996 ext.103 and mention you’re an NAEPC member to receive samples of the latest issue and more information.

Visit www.merrillanderson.com to learn more about Merrill Anderson and their other products.

02/15/17