Broadest available Selling Away coverage included for the firm. Full limits offered on alternative investments.*** Comprehensive and concise policy. Minimum premium negotiable. Insurer is A.M. Best Rated A:XV. Choice of preferred counsel*
Designed for Broker-Dealers, Seasoned Registered Investment Advisors and Insurance Agencies firms and their advisors. Great option for individual advisors and agents needing their own policy.
STANDARD KEY COVERAGE
Tired of a 10-page policy with 40 pages of confusing endorsements? InvestaGuard is industry best coverage that you can easily understand.
Tired of a 10-page policy with 40 pages of confusing endorsements? InvestaGuard is
void of the many common loopholes which create coverage gaps.
InvestaGuard is void of the many common loopholes which create coverage gaps.
Clear, straigh forward coverage for your firm.
* Subject to qualifications, approved rates, and claim management reporting requirements.
** / *** Subject to underwriting approval.