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
Summary
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.