Merit Life Insurance Co. Sample Contracts

ADMINISTRATIVE SERVICES AGREEMENT by and between MERIT LIFE INSURANCE CO. and AMERICAN HEALTH AND LIFE INSURANCE COMPANY Effective as of April 1, 2019
Administrative Services Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance • New York

This ADMINISTRATIVE SERVICES AGREEMENT (this “Agreement”), effective as of April 1, 2019 (the “Effective Date”), is entered into by and between MERIT LIFE INSURANCE CO., a Texas domiciled stock insurance company (the “Company”), and AMERICAN HEALTH AND LIFE INSURANCE COMPANY, a Texas domiciled stock insurance company (the “Administrator”, and together with the Company, the “Parties”, and each a “Party”).

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REINSURANCE TRUST AGREEMENT
Reinsurance Trust Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance • New York

This REINSURANCE TRUST AGREEMENT, made this [...] day of June, 2019 (the “Agreement”), by and among Triton Insurance Company, a Texas stock insurance corporation (the “Grantor”), Merit Life Insurance Co., a Texas stock insurance corporation (together with any successor thereof by operation of law, including, without limitation, any liquidator, rehabilitator, receiver or conservator, the “Beneficiary”), and JPMORGAN CHASE BANK, N.A. (the “Trustee”) (the Grantor, the Beneficiary and the Trustee are hereinafter each sometimes referred to individually as a “Party” and collectively as the “Parties”).

MASTER SERVICES AGREEMENT
Master Services Agreement • June 19th, 2020 • Merit Life Insurance Co. • Life insurance • Arizona

THIS MASTER SERVICES AGREEMENT (“Agreement”), dated as of 09/24/2018 (the “Effective Date”), is between Clear Capital (the "Company") and RadialSpark, LLC (the "Contractor").

CAPITAL MAINTENANCE AGREEMENT
Capital Maintenance Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance • Texas

This Capital Maintenance Agreement (this “Agreement”) is made effective as of the 6th day of February, 2020 (the “Effective Date”), by and between 777 Partners LLC, a Florida-based investment manager (“777”), for the benefit of Merit Life Insurance Co., a Texas life insurance company and affiliate of 777 (“Company”).

UNDERWRITING AND SERVICING AGREEMENT
Underwriting and Servicing Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance • New York

This Underwriting and Servicing Agreement (“Agreement”) is entered into by and between Merit Life Insurance Company (“Merit”), and INTE Securities LLC (“Principal Underwriter”), effective this day of , 2020 (“Effective Date”).

INTERCOMPANY SERVICES AGREEMENT
Intercompany Services Agreement • June 19th, 2020 • Merit Life Insurance Co. • Life insurance • Texas

This Intercompany Services Agreement (the “Agreement”) is effective as of the 1st day of January, 2020, by and between Merit Life Insurance Co., a life insurance corporation domiciled in the State of Texas (the “Client”), and Brickell Insurance Holdings LLC, a Delaware limited liability company, (the “Company”). Each of the Client and the Company is referred to herein as a “party” and collectively, as the “parties.”

NLT ANNUITY ADMINISTRATION SERVICES AGREEMENT
NLT Annuity Administration Services Agreement • April 27th, 2021 • Merit Life Insurance Co. • Life insurance • New York

This NLT Annuity Administration Services Agreement (“Agreement”) is made by and between American International Group, Inc. (“AIG”) and Merit Life Insurance Co. (“Merit”) and shall become effective on January 1, 2011.

MERIT LIFE INSURANCE CO.
Merit Life Insurance Co. • October 2nd, 2020 • Life insurance

In this document the Merit Life Insurance Co. is referred to as “We”, “Our” or “Us”. We refer to the person or entity that owns this Contract as “You” or “Your”. Starting on page 3, We provide definitions for many of the terms We use in this document. We capitalize those terms. We are a stock company. Our home office is located at [211 East 7th Street, Suite 620, Austin, Texas 78701]. We can be reached by phone at [833-637-4854]. For customer service Our e-mail address [meritsupport@meritlifegroup.com]. If You wish to learn more about Us, Our website is found at [www.meritlifegroup.com]. Our administrative offices are located at [2 Corporate Drive, Suite 760, Shelton, Connecticut 06484].

AMENDMENT NO. 1 TO STOCK PURCHASE AGREEMENT
Stock Purchase Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance

This AMENDMENT NO. 1 (this “Amendment”) to that certain Stock Purchase Agreement, dated as of March 7, 2019 (the “Agreement”), by and between Brickell Insurance Holdings LLC, a Delaware limited liability company, as buyer (“Buyer”), and Springleaf Finance Corporation, an Indiana corporation, as seller (“Seller”), is made and entered into by and between Buyer and Seller (collectively, the “Parties”) as of November 29, 2019. Capitalized terms used but not otherwise defined herein shall have the meanings ascribed to them in the Agreement.

Operating Agreement
Operating Agreement • October 2nd, 2020 • Merit Life Insurance Co. • Life insurance • New York

This Operating Agreement (Agreement) is between Merit Life Insurance Company (the Insurance Company), domesticated in Texas, and with its administrative offices at 2 Corporate Drive, Suite 760, Shelton, Connecticut, 06484 of and [ ](the Wealth Manager), a [state of incorporation of partner wealth management firm] company with its administrative offices at [address of firm].

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