Built for life insurance representatives

Guidance. Direction. Peak performance.

Modern presentation tools, retirement income modeling, and case design built specifically for life insurance advisors. Choose individual modules or unlock everything with a bundle.

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No credit card required14-day full accessCancel anytime
12k+
Cases designed monthly
98%
Advisor retention
4.9★
Average rating
30+
Years of advisor experience
Individual products

Pick the modules that fit your practice.

Every product works on its own, or combines seamlessly inside a bundle. Try any module free for 14 days.

$39/mo
billed annually

Retirement Income

Stress-test withdrawal strategies in seconds.

  • Monte Carlo simulations
  • Tax-aware drawdowns
  • Side-by-side scenarios
$31/mo
billed annually

Cash Value Designer

Visualize whole life accumulation with clarity.

  • Carrier-aligned ledgers
  • Loan & withdrawal modeling
  • Branded client report
$23/mo
billed annually

Estate Snapshot

Show legacy impact in one beautiful page.

  • Beneficiary visualizer
  • Trust integration
  • Estate tax preview
$36/mo
billed annually

Tax Strategy Pro

Quantify the value of tax-advantaged buckets.

  • Roth conversion ladders
  • RMD planner
  • IRMAA awareness
$47/mo
billed annually

Business Owner Suite

Buy-sell, key person & exec bonus designs.

  • Buy-sell funding
  • Key person valuation
  • Section 162 bonus
$28/mo
billed annually

Client Presenter

Cinematic, plain-English meeting decks.

  • Drag-and-drop slides
  • Live calculators
  • PDF & in-person modes
Bundle pricing

Save more when you bundle.

Three thoughtfully designed plans, billed annually for the deepest savings. Switch tiers any time.

Basic

Everything a new advisor needs to look sharp in front of clients.

$79/mo
billed annually
  • Cash Value Designer
  • Estate Snapshot
  • Client Presenter
  • Branded PDF reports
  • Email support
Most popular

Retirement Income

Built around the conversation that wins the most cases.

$129/mo
billed annuallySave $54/mo
  • Everything in Basic
  • Retirement Income module
  • Tax Strategy Pro
  • Monte Carlo simulations
  • Priority support

Ultimate

The complete Meridian CRM suite, every module, every update.

$189/mo
billed annuallySave $107/mo
  • All six products included
  • Business Owner Suite
  • White-glove onboarding
  • Dedicated success manager
  • Early access to new tools

All bundles include a 14-day free trial. No credit card required.

Why advisors switch

The fastest way to look like the most prepared advisor in the room.

Meridian CRM replaces a stack of spreadsheets, PDFs, and static slide decks with one cohesive workspace, engineered for life insurance representatives who want to spend more time in front of clients and less time in front of Excel.

Carrier-aligned

Ledgers, products, and case design built around the carriers you write.

Designed for the meeting

Every screen is presentation-ready, no spreadsheets, no apologies.

Compliant by default

Suitability prompts, disclosures, and audit trails baked in.

Built with advisors

Quarterly releases shipped from feedback by working representatives.

Questions

Frequently asked.

Ready to win your next case meeting?

Start a 14-day free trial of any bundle. No credit card. No commitment.

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