AVANTAX AGENTS E&O ENROLLMENT SITE
An important part of running a successful business is ensuring that you are protected from the unexpected. The Avantax sponsored E&O Insurance Program (the “E&O Program”) is underwritten by National Fire & Marine Insurance Company (a Berkshire Hathaway company) which is a premier insurance carrier for Financial Professional E&O programs. The Avantax’s sponsored E&O program available to you offers some of the most comprehensive and cutting-edge coverage available in the E&O marketplace at a very competitive cost.
Covered Activities Include:
Basic - Securities, Insurance Products & Cyber (Financial Professional Coverage Only)
Basic Plus - Accounting, Securities, Insurance Products & Cyber (Financial Professional and Accounting/Tax Services)
Referral Representatives - Referral of Securities products to a full-time Avantax Financial Professional, or if appropriately licensed and approved, the sale, servicing of Securities products, Investment Advisory products, and/or Insurance products. Note, Referral Representatives requiring the Basic Plus coverage which includes the optional Accounting/Tax Services extension must enroll at the full-time, non-discounted E&O participation cost.
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Limit Options Include:
$1,000,000 per claim / $1.000,000 aggregate per FP $2,000,000 per claim / $2,000,000 aggregate per FP $5,000,000 per claim / $5,000,000 aggregate per FP $5,000 each claim arising from Avantax Wealth Management approved Products & Services |
For further information regarding coverage, policy exclusions and claims reporting, please refer to the Coverage Highlights and FAQs.
For questions regarding the E&O Program, please contact:
Paige Nabavian: Phone 949-349-9834 or Email: Paige_Nabavian@AJG.com
For certificate resend requests, please email: Daniel Nguyen at Daniel_Nguyen@AJG.com
Certificate Request Link: http://certificaterequest.ajg.com/Client/Avantax