Mercer Advisors
Sharing Knowledge

Question

Can I purchase insurance from a non-Mercer Advisors affiliated insurance company or investment professional?

Answer

Of course, we will work with the insurance professional of your choosing.

Related FAQs

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

Is Mercer Advisors a fiduciary?

How is Mercer Advisors compensated?
What Clients Ask Conflict of Interest FAQs
Last Updated June 3, 2026
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Further Learning

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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.

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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.

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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.

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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.

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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.

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