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How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

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  3. How a Financial Advisor Can Help You Pursue Tax-Smart Strategies
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How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

Rebecca Mack2021-08-13T17:40:56+00:00August 13, 2021|

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Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. 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 revenue sharing agreement. State of California Department of Insurance (6002802).

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