Financial Advisors Insurance
Giving professional financial advice comes with responsibility. From a client dispute over your recommendations to a slip-and-fall in your office, your practice faces real risks. Insurance Canopy helps protect your work with coverage built for financial advisors, so you can focus on clients, not claims.
Affordable Insurance Coverage for Financial Advisors
Get a custom quote tailored to your financial services business, and only pay for what you need. Secure Professional Liability (E&O) and General Liability from top-rated carriers, with a seamless online purchase, instant proof of insurance, and easy policy management.
What Is Financial Advisors Insurance?
Financial Advisors Insurance is designed to protect your practice from third-party claims related to your advice and daily operations. It typically includes Professional Liability Coverage (E&O) and General Liability Coverage, with optional add-ons to expand your coverage where you need it.
What it’s built to cover:
- Third-party bodily injury or property damage (e.g., a client slip-and-fall)
- Claims of negligent advice
- Personal and advertising injury (such as libel or slander)
- Fire damage to a space you rent
- Data breaches and cyber attacks (with cyber liability coverage)
Getting Financial Advisors Insurance is quick and simple. Select your specialty, enter your business and contact details, see your quote, and check out securely. Coverage can start as soon as today, and you’ll receive an instant certificate of insurance (COI). Manage your policy online anytime.
Your risks are unique. Our licensed agents will tailor your policy to fit your practice, including Professional Liability Coverage (E&O), General Liability Coverage, and optional Cyber Liability Coverage.
Insurance Canopy partners with an A-rated carrier, Hiscox, to deliver reliable and affordable coverage. With over 100 years of experience, Hiscox offers quick quotes, flexible payment options, and a streamlined claims process.
Common Questions About Financial Advisors Insurance
Do I Need Financial Advisors Insurance?
If you provide financial advice or services, yes. Many clients, landlords, and partners require proof of Professional Liability and General Liability before they’ll work with you. These coverages protect you so one claim doesn’t bankrupt your business, as well as support your professional credibility.
What’s the Difference Between Professional and General Liability?
Professional Liability (E&O) protects against claims tied to your professional services or recommendations. General Liability is built to shield you from the costs related to accidents like third-party injuries or property damage that happen as a result of your business.
How Much Does Financial Advisors Insurance Cost?
The cost of your policy depends on factors like your specialty, revenue, number of employees, location, limits, and claims history. Insurance Canopy policies are designed to be affordable and customizable to meet your business needs. Get a fast, personalized quote online today.
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