Registered Investment Advisors

Coverage Details

• Top-rated Insurance Carrier

  Everest National Insurance Company, together with its insurance company affiliates, represents the primary insurance arm of Everest Re Group, Ltd., a Bermuda holding company and world leader in property and casualty reinsurance and insurance, offering innovative products, responsive service, and unsurpassed financial strength. Financial and business highlights of Everest Re Group, Ltd. include:

  • $38 billion in total assets (as of December 31, 2021)
  • Everest Re Group companies are rated A+ (Superior) by A.M. Best and A+ (Strong) by Standard & Poor’s
  • Claims professionals with extensive technical knowledge and professional liability claims experience

• Limits, Retentions & Pricing

  • 3 Limits of Liability Offered
    • $1,000,000/$1,000,000
    • $1,000,000/$2,000,000
    • $1,000,000/$3,000,000
  • Competitive rates
  • Retentions starting as low as $500
  • Quick, secure online quote, enrollment and renewal

• Additional Coverage Benefits

  • Prior Acts Coverage going back to your first continuous E&O policy subject to policy provisions
  • NO extra cost!
    • Trade Error Coverage up to $25,000
    • Disability Insurance included
    • Enroller coverage included in the definition of Administration of Employee Benefits Plans
    • Network Risk & Privacy Coverage up to $50,000 per Claim and $50,000 aggregate per Insured
    • Wire Fraud Coverage up to $50,000
  • Extended Reporting Period options available
  • Buy Direct – NO membership required

• Peace of Mind for Your Family

  Coverage extended to the estates, heirs, legal representatives, spouses and domestic partners. 

• Peace of Mind for Your Business

  Coverage is extended to the Named Insured’s owned business entity in connection with the Named Insured’s rendering or failing to render Professional Services as provided by the policy.

   

  Coverage is extended to former or current employees of the Named Insured but solely for services performed within his or her capacity as such and on behalf of such Named Insureds Client.