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Thank you for trusting the ASSUREO program, a Professional Liability Insurance program for financial security advisors.

This program is intended for financial security advisors and financial security consulting firms that meet the following criteria:
  • annual gross income less than $2,000,000;
  • no claim in the last five years;
  • does not offer any financial planning or damage insurance services;
  • the sale of mutual funds does not represent more than 20% of gross annual income.

The information you provide in this online quote will serve as the basis for issuing the policy.

Please note that you may contact one of our certified brokers for advice, questions or additional information at 1 888 987-4362 Monday to Friday between 9 a.m. and 4 p.m. EST.

Compliance and Acceptance of Terms and Conditions

I agree to continue with the online purchase of an insurance product without the assistance of a certified insurance broker. I understand that I may contact a broker Monday to Friday between 8 a.m. and 4 p.m. EST. By checking “Yes” for this statement, I accept and confirm my intention to purchase an insurance policy online after obtaining a quote that I deem acceptable without the assistance of a broker.

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