Financial Planners

Professional Liability Insurance for Financial Planners

Also known as errors and omissions insurance, a professional liability policy can help finance professionals cover legal costs and safeguard their businesses.

As a financial planner or advisor, you play an important role in the lives of your clients. While your recommendations may be right nearly every time, there may be instances when a customer may sue you for losing money — whether it be the result of your mistake or an unpredictable downward shift in the market. The best way to protect your business in the unfortunate event this situation should ever occur is by obtaining professional liability insurance.

At RAM, our team of professional liability specialists can help you obtain comprehensive coverage and learn how you can limit risks early on.

Why RAM?

Our team of professional liability specialists understand the specific needs of financial planners and advisors. Our goal is to make professional liability insurance a pain-free and efficient process, which is why we assist in completing applications for our clients: so they can get back to what they do best.

As a CPA, our founder Michael Halfast has learned important aspects of the financial markets and issues facing financial planners and advisors. He leads our team in assisting Florida-based financial planners and advisors through the application phase, the selection of appropriate coverage, and helps them understand the policy they have purchased.

Contact RAM for Your Professional Liability Needs

At RAM, our business is so much more than insurance. We believe in making professional liability insurance easier for our clients. By building relationships with each financial planner and advisor, we are able to better understand what our customers need and how their businesses work. Reach out to one of our specialists today and let us be your guiding light through the professional liability world.

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