Raleigh, North Carolina (PressExposure) October 06, 2009 -- Dale Merritt, president of Raleigh-based Merritt Wealth Strategies (www.merrittwealth.com) has successfully completed accreditation in the field of long-term care. Merritt is now entitled to use the CLTC professional designation from the Corporation for Long-Term Care Certification, Inc.
The accreditation program identifies insurance professionals who are skilled in the creation of long-term care plans that preserve clientsâ emotional, physical and financial well-being. Central to the plan is the establishment of funding for the care. CLTCs review all options including Medicare, Medicaid, long-term care insurance and personal finances.
âMy ability to serve clients depends on understanding what resources they will need as they age and how they will pay for them,â says Merritt. âCompleting the CLTC program provides me with the broad knowledge needed to navigate this complex field.â
In addition to CLTC accreditation, Merritt holds several securities registrations, including Series 6, 7, 63 and 66. He is also a licensed life insurance and long-term insurance provider. Prior to forming Merritt Wealth Strategies in 2009, Merritt served a wealth strategist for Raleigh-based insurance and financial services providers, Banyan Rock & Talent.
About Merritt Wealth Strategies: Merritt Wealth Strategies is a father-son collaboration of Les and Dale Merritt formed in 2009 to provide investment, insurance and retirement planning services to residents in the Triangle and eastern Wake County. Merritt Wealth Strategies is located at 3356 Six Forks Road, Raleigh, NC 27609. For more information, call 919.782.0033 or visit http://www.merrittwealth.com.
About Dale Merritt: Dale Merritt is president of Merritt Wealth Strategies. Having grown up in Zebulon, Dale is eager to provide financial opportunities to the community in which he was raised, offering real estate and retirement planning, as well as other financial services to eastern Wake County. Merritt is certified in long-term care, has several securities registrations including Series 6, 7, 63 and 66, as well as a Long-Term Care Insurance license and a Life Insurance license. He is a member of the American Association for Long-Term Care Insurance. Merritt believes in remaining active in the community. In addition to being part of the Zebulon Chamber of Commerce and the Knightdale Chamber of Commerce, he maintains active membership in the North Carolina Cattlemen's Association, the Appalachian State University Triangle Alumni Chapter and the Little River Chapter of Ducks Unlimited. He and his wife, Katie, also volunteer with the Paw Prints Animal Rescue in Garner. For more information, call 919.782.0033 or call http://www.merrittwealth.com.
"Securities and Investment Advisory Services offered through FSC Securities Corporation. Member FINRA/SIPC and a registered investment adviser. Merritt Wealth Strategies is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser. The views expressed are not necessarily the opinion of FSC Securities Corporation."