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Question

What types of insurance should be part of a comprehensive wealth plan?

Answer

A comprehensive wealth plan typically considers life insurance for legacy and estate planning purposes, disability insurance to protect income, personal umbrella insurance to extend liability coverage beyond standard policy limits, and long-term care insurance to help cover potential caregiving costs later in life.

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Does Mercer Advisors provide insurance through its own team?

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Last Updated July 1, 2026
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