4 Results Found

NAPA Registered Investment Advisor (RIA) E&O Insurance Program

National Association of Professional Agents (NAPA)

E&O Errors And Omissions Registered Investment Advisors E&O Financial Planners RIA Registered Investment Advisors Errors & Omissions IAR CFP + 1 more 50 states + DC

Description

RIA E&O Insurance Program • "A+" Rated, Admitted Carrier • Starts At Just $72.08 Per Month • Instant Proof Of Insurance • Apply Online In Minutes • Group Preferred Rates for CLU®, ChFC®, & CFP® designations Related Articles How to Talk to Your ...

Carrier Information

National Casualty Company

Admitted

Rating "A+"

 

Rating By A.M. Best

 

Offered By

National Association of Professional Agents (NAPA)

5 listings in 50 states + DC

Availability

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Covered

Not Covered

Investment Advisors

Jorgensen & Company

50 states

Description

Offered in most States by QBE Specialty Insurance Company, an excess and surplus lines insurer rated A [Excellent] by A.M. Best. In the State of New York and the State of New Jersey, the program is underwritten by QBE Insurance Corporation, an admitted insurer rated A [Excellent] by A.M. Best. ...

Details

Has Pen

Carrier Information

 

Offered By

Jorgensen & Company

6 listings in 50 states + DC

Availability

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Covered

Not Covered

Registered Investment Advisors E&O

Fox Point Programs, Inc.

E&O Errors And Omissions RIA E&O Registered Investment Advisors E&O Registered Investment Advisors 50 states + DC

Description

Errors and Omissions (E&O) coverage provides financial protection from damages and expenses (such as legal fees and court costs) arising out of allegations of the negligent acts, errors or omissions of the Registered Investment Advisor (RIA). With our in-house underwriting capabilities, we offer one of the most competitively priced and ...

Details

Has Pen

Carrier Information

A (Excellent) Rated Carrier

Non-Admitted

 

Offered By

Fox Point Programs, Inc.

10 listings in 50 states + DC

Availability

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Covered

Not Covered

Preferred Gold Listing
ERISA Bonds

Surety One, Inc.

ERISA Bond Multi-employer Erisa Bond Labor Union Fidelity Bond ERISA Bond For ESOP ERISA Bond Non-qualified Assets Plan Fiduciary Bond ERISA Plan Fiduciary Bond + 1 more 50 states + DC

Description

ERISA fidelity bonds from $10,000 to $5,000,000, within ONE HOUR! We bond plans with non-qualifying assets, ESOPs, union plans/mulit-employer plans, and offer generous retrodating. NO one is turned away! Surety One is one of the largest ERISA fidelity writers in the nation. http://ERISA-Bonds.com for applications and more information. ...

Details

$5M Maximum Limit

$10K Minimum Limit

Carrier Information

Multiple

Admitted

 

Offered By

Surety One, Inc.

25 listings in 50 states + DC

Availability

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Covered

Not Covered


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