Updated

Updated · Coverager · Jun 15

Merit Financial Partners Prizm to Offer 4 Types of Personal Insurance

Updated

Updated · Coverager · Jun 15

Merit Financial Partners Prizm to Offer 4 Types of Personal Insurance

3 articles · Updated · Coverager · Jun 15

Merit Financial Advisors will let clients buy home, auto, umbrella and other personal insurance through a new partnership with broker Prizm Insurance.
The tie-up folds insurance into Merit's broader wealth-planning offering, aiming to close what Prizm called an often-overlooked gap in clients' financial wellness.
Merit said the platform should help advisors add value and keep clients' coverage aligned with changing financial needs, extending its push toward more comprehensive planning.

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Coverager2d ago

Merit Financial Advisors Partners Prizm Insurance for Client Coverage

Coverager8h ago

Coverager® - Insurance News and Insights

St. Louis Post-Dispatch2d ago

Merit Financial and Prizm Announce Strategic Partnership to Modernize Insurance for Wealth Management Clients

When financial advisors begin selling insurance, how can clients be sure the advice they receive is truly in their best interest?

As wealth firms bundle more services, does this integration genuinely benefit clients or primarily serve the firm's bottom line?

What hidden risks do these 'one-stop-shop' financial models introduce for consumers who value convenience over independent advice?

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4 total

Left100%

Coverager2d ago

Merit Financial Advisors Partners Prizm Insurance for Client Coverage

Coverager8h ago

Coverager® - Insurance News and Insights

St. Louis Post-Dispatch2d ago

Merit Financial and Prizm Announce Strategic Partnership to Modernize Insurance for Wealth Management Clients

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