We Make Insurance Easy
Insurance is a critical — and sometimes overlooked — component of a unified and integrated financial plan. That’s why we make it integral to our end-to-end wealth management approach.
At Mercer Advisors, we take a fiduciary approach to insurance. Our comprehensive financial planning identifies gaps that our specialized insurance guidance helps you close.*
From your house to your health, we believe insurance planning is a critical component of a sound financial plan.
Making Sure Your Coverage Keeps Up with Your Assets
You and your wealth advisor have worked hard to build a personalized financial plan for growing your assets and achieving your long-term goals. How you choose to protect those assets and diversify your wealth accumulation should be just as strategic.
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We work with a range of prominent national insurance carriers without bias, so our insurance solution specialists always think strategically and put your best interests first.
Step 1: Assess your specific needs
We start with an in-depth risk assessment and review of your current insurance coverage, in the context of your broader financial plan, to identify potential coverage changes or additions.
Step 2: Design your insurance portfolio
We compare policy offerings from dozens of carriers. For each insurance category, you’ll see which providers offer the lowest rate, have the highest rating, and provide a best fit for your needs.
Step 3: Keep your coverage up to date
Our insurance specialists review your overall insurance plan, policies, coverage, and costs on a regular basis to make sure they align with your current goals and level of assets.
FEATURED SOLUTIONS
- Property & casualty
- Life
- Natural disaster
- Disability
- Long-term care
- Annuities
* Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a referral fee sharing agreement.
What You can Expect From our Insurance Specialists
