Financial planner insurance
As a financial planner, you have a bevy of important responsibilities. You are in charge of managing cash flow for individuals, helping them get out of debt, preparing for education expenses, retirement planning, investment planning and tax or succession planning, just to name a few of the important functions you handle. As expected, this means your biggest risks are related to the business you do and the associated liabilities. Additionally, you are at risk for property damage, general liabilities and basic business risks. Protect all of your risks by choosing the right types of financial planner insurance.
To properly insure your financial planner business, you need insurance to cover each of your risks. The following policies are the most important ones to consider:
Types of financial planner insurance