Financial Advisors Insurance

As a financial advisor you take on various liabilities when doing business. From the possibility of being sued by a client who is unhappy with your advice or work to someone getting injured in your office, you need a Financial Advisors Insurance policy that is going to provide you with the coverage you need in a worst-case scenario. Insurance Canopy can provide a policy tailored specifically toward the liabilities your business may face.
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Who Needs Financial Advisor Insurance?

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Tax Preparer
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Bookkeeping
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Medical Billing
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Accounting Services
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Actuarial Services
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Financial Auditing or Consulting
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Mortage Brokering/Banking
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Investment Advice
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Financial Planning
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Bililng Services
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Don’t see your service listed above? Don’t worry, our experienced agents may still be able to tailor a policy for your specific cleaning business needs.

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Applying for a Financial Advisors Insurance is fast and convenient. Simply review recommended products, fill out applicable personal and business information, review your quote, and proceed to payment details.
Enjoy Taylored Coverage

The coverage you need will be as unique as the different risks your business faces. Licensed agents will help tailor coverage to fit your needs. Being protected will provide peace of mind and free you up to focusing on growing your business.

Work With A Trusted, Top-Rated Carrier
Insurance Canopy has partnered with A rated carrier Hiscox, to provide you with quality service and helpful coverage. With over 100 years of experience, they have improved their process to provide quotes quickly, offer flexible payment options, and streamline the claims process.

Questions About Financial Advisors 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.

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