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Why October is a Crucial Time for Retirees

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Phone: (858) 564-8036
Fax: (858) 564-8254
Email: info@epsteinwhite.com

Office Location
9740 Appaloosa Road
Suite 150
San Diego, CA, 92131

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).

Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Mercer Global Advisors Inc. owns and utilizes Epstein & White Retirement Income Solutions (“Epstein & White Retirement”) wordmark and logo in marketing its investment advisory and ancillary services. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. This website is provided solely for informational purposes and is not intended as and should not be considered, investment or financial advice or a recommendation to buy or sell any securities or insurance products. No investment and/or financial planning decision should be made based solely on the information contained herein. The opinions referenced

in this website are as of the date of publication and are subject to change without notice. Investing in securities involves risk, including the possibility of loss of principal. Different types of investments involve varying degrees of risk. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute. Chartered Retirement Plan Specialist℠ and CRPS℠ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. No statement contained herein, shall constitute tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.

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