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Testimonials

 

NAPLIA is a tireless advocate for our firm.  They are very responsive to phone calls and inquiries about policy coverage.  So I never have to wait in the dark.  Overall, NAPLIA makes this a surprisingly enjoyable process and I look forward to my periodic phone conversations.

 

 

Insurance for Investment Advisors & Consultants

 

 

Professional Liability / Errors & Omissions Insurance

AdvisersGold New Business Application

 

AdvisersGold New Business Application (New York Only)

 

AdvisersGold Specimen Policy

 

 

 

Cambridge Alliance Financial Advisor - RIA app (word)

 

Cambridge Alliance Financial Advisor - RIA app (pdf)

 

Cambridge Alliance Broker Dealer Financial Advisor App


Cambridge Alliance Divorce Financial Consultant App

 

The Hartford

 

Hartford Premier Asset Management Protection Application


Hartford Premier Asset Management Protection Policy

 

 

Non-RIA / Non-Asset Management Professional Liability (TPA, Plan Consultants, Etc.)

 

Hiscox Miscellaneous Professional Liability Application

 

 

 

Investment Advisors ERISA Bonds

 

 

ERISA Fidelity Bonds

 

 

Fiduciary Insurance

 

Employee Dishonesty Insurance

 

Form 14 Application


Form 15 Application

 

The Hartford CrimeShield

 

New Business Application (for firms requesting limits less than $1MM)

 

New Business Application (for firms requesting limits over $1MM)

 

Off Premises Coverage Questionnaire (if you, or your employees, are providing services at your client's offices)

 

Specimen Policy

 

 

The Hartford Program Overview

 

Third Party Overview

 

 

 

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