Merit Financial and Prizm Announce Strategic Partnership to Modernize Insurance for Wealth Management Clients
Summary
Merit Financial Advisors has formed a strategic partnership with Prizm to bring digital insurance workflows to its advisors and clients. The deal lets Merit clients review, buy, and manage personal insurance coverage through Prizm’s platform as part of broader financial planning. Prizm positions the partnership as part of its expansion across the wealth management ecosystem. The announcement highlights a market trend toward embedding insurance into advisor-led financial services.
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