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Life Advisors and Financial Planners

As a life advisor or financial planner, you face many risks that you may not have proper coverage. This custom designed coverage addresses these areas:
  • Bodily Injury
  • Property Damage
  • Personal and Advertising Liability
  • Libel and Slander
  • Employer's Liability
  • Rented/Leased Premises
  • Non-owned Automobiles
  • If you work out of your home, we offer you a commercial policy that provides protection from home or rented office space. The coverage extends to all employees who represent your business.
We've been providing life advisors and financial planners with this unique coverage for more than 10 years.



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