PCS Vision Issue 4 

August 2022

Remote insurance processes are going from strength to strength. High net worth clients are increasingly choosing to incept policies remotely irrespective of whether they are impeded by COVID-related travel restrictions.

So, in this issue of Vision, PCS by Mercer Group Deputy Chief Operating Officer, Jason Kwong, explains the process in more detail, we look at two case studies of clients incepting policies remotely for very different planning objectives, and see how a family is using a savings plan to safeguard wealth transfer to their third generation.

  • Case study: Changing Priorities

    A new arrival in the family prompts this high net worth couple to reconsider their wealth transfer plans. We help them take care of their third generation.

  • Case study: Fast and Discreet

    PCS by Mercer is committed to helping facilitate the wealth management goals of high-net-worth individuals. Find out how we helped a client establish a segregated savings plan in less than a week, without the need to travel.

  • Case study: Whole of Life for Peace of Mind

    The right life protection policy can help manage personal and business risks. Read on to see how this ultra-high net worth client is protecting the lifestyle of his wife and school-aged children.

Related solutions

Related insights