Our financial advisor insurance packages are designed to protect your business from a variety of risks and help you save money to grow your business. You’ll be protected from financial losses related to:
Damage to someone’s property
You accidentally spill coffee on a client’s laptop during a meeting. The general liability coverage
in your insurance package would help pay for a replacement.
Accidents that hurt someone
A client trips on a rug in your office and fractures their hip. Your general liability coverage
would also come into play here by helping to pay for medical costs and legal fees.
A client claims you provided illegal tax-planning advice. Professional liability coverage
for financial advisors (also known as E&O insurance for financial advisors) helps you defend yourself if you’re accused of making a mistake that causes someone to lose money.
You trip over a computer cord in a colleague’s office and injure your arm. Workers’ compensation coverage
can help cover medical bills and lost wages — not to mention it’s usually required by law if you have employees.
Injuries and damage involving your business vehicles
You skid into another car on an icy road while driving to a client meeting. Commercial auto coverage
will help pay for the repairs. This coverage is also usually required by law for business-owned vehicles.
Damage to your own property
Thieves break into your office overnight and steal expensive electronics. Commercial property insurance
can help with replacement or repair costs if your owned or leased property is damaged due to a covered event, such as a burst water pipe, fire, tornado or vandalism.