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