Mercer Advisors
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Question

When should I review my insurance coverage?

Answer

We recommend an annual review as well as a review following any major life change — such as a change in net worth, the acquisition of a new property, a family milestone, a business event, or a change in beneficiary status.

Related FAQs

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

What is integrated insurance planning?

How is working with an integrated wealth planning firm different from working with a stand-alone insurance agent?
Insurance Solutions Financial Planning Asset Protection Health & Wellness Long-Term Care Building Wealth Generational Wealth Property & Casualty FAQs
Last Updated July 1, 2026
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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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