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, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, individual and family services, and community housing services with revenues ranging from $8.4 million to $50 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Marine Manufacturers Association (NMMA) | 501(c)(6) | Washington, DC | ||
| 2 | Union Rescue Mission (URM) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Episcopal Communities and Services (ECS) | 501(c)(3) | Altadena, CA | ||
| 4 | Eden Housing | 501(c)(3) | Hayward, CA | ||
| 5 | Disability Rights California | 501(c)(3) | Sacramento, CA | ||
| 6 | Money Management International (MMI) | 501(c)(3) | Phoenix, AZ | ||
| 7 | United State of America Football | 501(c)(3) | Indianapolis, IN | ||
| 8 | San Diego Theatres | 501(c)(3) | San Diego, CA | ||
| 9 | Resources for Community Development (RCD) | 501(c)(3) | Berkeley, CA | ||
| 10 | Hudson Community Enterprises (HCE) | 501(c)(3) | Jersey City, NJ | ||
| ... | and 16 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 Massachusetts Mutual Life Insurance Co., Axa Equitable Life Insurance, Metlife Securities Inc, Voya Retirement Ins and Annuity Company, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Valic, Lincoln National Life Insurance, Voya, and Commonwealth Financial Network.
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