E & O Insurance

You probably aren’t even aware you might need a change to your Errors & Omissions Insurance. We’ve got you covered. We’ll comb through the fine print of your policy and make sure you are covered if a claim is ever filed. If you are leaving the Broker/Dealer world rejoice! E & O protection on the RIA side of the fence is a fraction of the fees you paid before.

Don’t Put Yourself at Risk

Do not put your business and future on the line by not taking a few moments to make sure you carry top of the line E&O insurance. Make sure your coverage is in-line with how you are operating. If you don’t have E&O insurance because you are switching fields or don’t know what it is, contact us today so we can get you with the right carriers for your situation. You are probably telling your own clients to review their coverage, or the fine print, or their investment strategy. So, don’t you think you should take the same time to review your E&O insurance coverage to make sure it’s an ideal fit for you? We thought so too!

Contact us today and we’ll have one of our corporate on-boarders help you find what you need if you currently don’t have it.