Merrill Lynch Life Agency is a firm that provides insurance agent or broker, financial advisor, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Merrill Lynch Life Agency clients are trade associations, elementary and secondary schools, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and individual and family services with revenues ranging from $6.0 million to $46 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Marine Manufacturers Association (NMMA) | 501(c)(6) | Chicago, IL | ||
| 2 | Episcopal Communities and Services (ECS) | 501(c)(3) | Altadena, CA | ||
| 3 | Eden Housing | 501(c)(3) | Hayward, CA | ||
| 4 | Caminar | 501(c)(3) | San Mateo, CA | ||
| 5 | Money Management International (MMI) | 501(c)(3) | Phoenix, AZ | ||
| 6 | Disability Rights California | 501(c)(3) | Sacramento, CA | ||
| 7 | United State of America Football | 501(c)(3) | Indianapolis, IN | ||
| 8 | Resources for Community Development (RCD) | 501(c)(3) | Berkeley, CA | ||
| 9 | Valley Hunt Club | 501(c)(7) | Pasadena, CA | ||
| 10 | Quinco Mental Health | 501(c)(3) | Bolivar, TN | ||
| ... | and 15 more Merrill Lynch Life Agency not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch Life Agency in the nonprofit sector include Lincoln National Life Insurance, Commonwealth Financial Network, Global Retirement Partners LLC, Valic, Merrill Lynch, Raymond James and Associates, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, United Healthcare, and Cetera Advisor Networks, LLC.
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