Financial Services Insurance

Financial Advisors Insurance is a combination of coverages designed to protect you against third-party claims that come out of your business operations. As a financial advisor, these coverages protect you against a variety of liabilities such as clients who may have accidents that injure them in your office.

As a financial advisor you might not be aware of the risks you take on when you conduct business. Liability coverage allows you to continue doing business as well as helps you build credibility in your financial service and enhance professionalism as you grow your clientele.

Financial Advisors Insurance is a combination of general liability insurance and errors & omissions insurance, also known as professional liability insurance coverage. These two coverage work together to protect you against incidents you could be held liable for.

Yes! If you are someone who is providing financial services, you need a comprehensive insurance policy that can offer you the protection you and your business requires.

Your Financial Advisors Insurance policy premium will depend on a few things, namely the type of service you offer and its associated risks, your yearly revenue, number of employees, and a few other factors. Whether you do business as a tax preparer, bookkeeper, medical biller, accountant, actuary, auditor, broker, financial planner, or other financial advisor, you need a comprehensive Financial Advisors Insurance policy.

Insurance Canopy is dedicated to providing financial advisors with the insurance coverage they need to continue doing what they enjoy. We’re here to help answer your questions and address your concerns when it comes to your business insurance.