Mercer Advisors Partners with Chapter to Provide Holistic Healthcare Guidance to Clients

Partnership Helps Empower Aging Americans to Maximize Healthcare Savings and Benefits

NEW YORK, Aug. 15, 2022 /PRNewswire-PRWeb/ -- Chapter, a leading data-driven Medicare Advisor, has entered into a new partnership with Mercer Global Advisors, Inc. ("Mercer Advisors"), expanding its support to the 65 million Americans eligible for Medicare. The partnership enables Mercer Advisors to identify healthcare savings and benefits that further empower their clients as they approach retirement.

"Many Americans vastly underestimate how much they will need to cover healthcare costs in retirement and frequently overpay for medical care due to the opacity of the Medicare system," said Cobi Blumenfeld-Gantz, Co-Founder and CEO of Chapter. "This partnership allows us to amplify our impact as a consumer first, fiduciary-type Medicare Advisor, alongside a leading and forward-thinking financial services institution."

The partnership allows Mercer Advisors to continue being at the forefront of wealth management services for the ~25,000 clients they serve. Mercer Advisors' team will partner with Chapter's Medicare experts to address complex concerns surrounding the optimization of healthcare coverage and effective management of rising healthcare costs for retirees.

"Mercer Advisors is an industry leader when it comes to providing customized, white glove services at every stage of a client's financial journey. Choosing the right Medicare plan is a critical decision for those approaching retirement. We are proud to partner with a company like Chapter that provides end-to-end support for those approaching retirement," said Karen Lee, Chief Business Solutions Officer at Mercer Advisors.

Determining the right Medicare coverage in retirement is a high consequence, complex, and oftentimes irreversible decision for clients. Chapter's team and technology search every detail of all 24,000 Medicare options to make the process of finding the best Medicare coverage seamless for clients of Financial Advisors.

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About Chapter: Chapter is a Medicare Advisor with a simple commitment: it's impossible to find a better Medicare recommendation or better support anywhere else. Chapter's team and technology search every Medicare option nationwide at an unprecedented level of detail.

Chapter's licensed Medicare experts provide personalized, end-to-end guidance to Americans navigating Medicare. Their Medicare experts earn identical compensation irrespective of the selected plan or carrier, ensuring that individuals receive recommendations tailored solely to their needs. Additionally, Chapter's platform supports older Americans in deciding when and how to sign up for Medicare and whether they can improve existing coverage to get better benefits for less. Chapter hosts hundreds of educational events every year and partners with employers, financial advisors, benefits organizations, non-profits, and healthcare organizations. For more information, visit http://www.askchapter.org.

About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $37.6 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 760+ employees, and operates nationally through 60+ offices across the country. For more information, visit http://www.merceradvisors.com.

Data as of June 30, 2022. AUM includes affiliates and wholly owned subsidiaries.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.

Media Contact

Timothy Welsh, Nexus Strategy LLC, 415-847-4874, [email protected]

SOURCE Mercer Advisors