Professional Liability Program for Financial Services

Protect Your Financial Services Business Today

You work hard to provide your clients with the best advice, products and services available. You continually meet or exceed expectations not only for yourself, but also for your clients. All it takes is one misunderstanding and you could find yourself or your firm on the wrong end of a lawsuit. Even if the lawsuit is deemed to have no merit or grounds, it can take a lot of your time, money and create a lot of stress. At Lackner McLennan we’ve been providing Professional Liability Insurance for many industries and businesses for decades.

A Professional Liability Program Designed Especially for Financial Planners and Advisors

  • Coverage limit of between $1,000,000 to $2,000,000 per claim
  • Aggregate limits available $2,000,000, $4,000,000, or $5,000,000
  • Deductible of between $1,000 and $5,000, up to $25,000 depending on revenue.
  • The following activities can be insured: sale of life insurance, mutual funds, group insurance, segregated fund

Want a No Obligation Estimate on Your Professional Liability Insurance Needs? Fill Out the Contact Form Below

Financial Services E&O Contact Form

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