Why Do I Need Corporate E&O insurance for my Firm?

Every financial advisory firm faces the potential to be sued for allegations of negligence by clients.

If you have licensed agents other than yourself working in your firm (including licensed administrative assistants), your firm has a greater potential for claims being brought against it.

More clients also means greater potential exposure.

This additional coverage addresses concerns you may have about protecting your firm from claims alleging negligence as a result of your business activities, or those of others within your firm.