Registered Investment Advisors

Coverage Details

• Top-Rated Insurance Carrier

  CNA is the 8^th largest US commercial property and casualty insurer* with assets of $57.8 billion

   

  *Based on CNA at a Glance and the CNA Financial Corporation Supplemental Financial Information available on the CNA website.

• Limits Available

  • $1m/$1m
  • $1m/$2m
  • $1m/$3m

• Quick Issue

  Apply, Pay, Bind and Print your Certificate of Insurance in less than 5 minutes.

• Peace of Mind for Your Business

  Secretarial, clerical and administrative personnel are insured if acting as such on behalf of the insured.

• Peace of Mind for Your Family

  Coverage extended to spouses, domestic partners, estates, heirs or legal representatives for claims arising out of their status as such.

• Additional Coverage Benefits

  • Competitive Rates
  • Prior Acts Coverage going back to the first continuous E&O policy subject to policy provisions
  • Coverage for any corporation, partnership, or other business entity owned or controlled by an Insured for rendering or failing to render Professional Services
  • Buy direct - no membership required
  • Reduced retentions for Indexed & Fixed Annuities and Disability Income Insurance
  • Wire Transfer Claim Endorsement available
  • Privacy Protection Endorsement available