Mercer Advisors
Sharing Knowledge

Question

Does referral of prospective insurance sales to MAIS create a conflict of interest?

Answer

Yes, a conflict of interest arises if a Mercer Global Advisors investment professional refers a prospective insurance sale to MAIS, because a Mercer Global Advisors affiliated entity (MAIS) can earn compensation from such sale. The conflict is disclosed on Forms CRS and ADV.

Related FAQs

How is Mercer Advisors compensated?

Does Mercer Advisors have conflicts of interest?

Is Mercer Advisors a fiduciary?
What Clients Ask Conflict of Interest FAQs
Last Updated June 3, 2026
Previous Next

Further Learning

Market Commentary Article

Making Sense of Rising Treasury Yields

What investors should know about bond prices falling as long-term Treasury yields climb to a 19-year high.

Tax Planning Article

The New Math of Charitable Giving Tax Deductions

New 2026 charitable giving tax deduction rules changed the math. Learn how the AGI floor, the 35% cap, and DAFs reshape your year-end giving strategy.

Listen
Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Back to Sharing Knowledge

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk