Product highlights

  • Errors and Omissions (E&O) coverage for investment advisors, registered representatives, financial planners, life insurance agents and broker/dealers
  • Master policies available

Product features

  • Limits of liability up to $5 million each claim / $15 million policy aggregate available
  • Many specialized coverages available 
Need to file a claim?
24/7 claims reporting is available at 1-888-275-7992 or


The Financial Services Division seeks clients in the financial services industries, including financial planners, investment advisors, life insurance agents, security brokers and dealers, and their registered representatives.