Financial Services

If you run a financial services firm, you know exactly how vital the right insurance portfolio is to your business's continuation. As a provider of financial services, your first priority is to secure errors and omissions insurance. This policy helps to provide the resources you need to defend yourself against claims brought due to real or imagined negligence.

Additional Policies to Consider

Financial services firms must also consider their need for general liability protection, auto liability and property insurance for the building, its contents, and any automobiles owned by (or used on behalf of) the business.

To fund a buy sell agreement between partners, a firm might consider a life insurance policy or, if the firm has any key employees who provide expertise that would be hard to replace, key person insurance.

Finally, business continuation insurance provides an affordable way to help ease the burden of operating the business from a remote location should you be unable to access or utilize your normal location.