The total number of Registered Investment Advisors has not declined in a single year over the past decade. There are more than 30,000 Registered Investment Advisors with the SEC or at the state level and two-thirds have less than $100M in Assets Under Management (AUM).* As with any growing segment of business, the risks associated are on the rise. Insurisk’s FLIP product has been specifically designed to meet the unique insurance needs of Investment Advisors, featuring a proprietary endorsement.

Source

Why FLIP?

• Exclusive Coverage
• Dedicated Underwriting
• Additional Payment Loss Control and Investigative Expenses Included
• Supplementary Payments up to $50K Included

Product Overview:

• Primary, Admitted and Non-Admitted Available
• Excess, Non-Admitted

Target Market:

• Less than $10B in Assets Under Management (AUM)
• No Fund Coverage
• Limits Available: $250,000 - $10M

Available Coverages:

• Investment Advisors E&O
• Financial Services E&O
• Directors & Officers
• Employment Practices Liability
• Fiduciary
• Theft
• Network Security
• Up to $5M Lead Excess Capacity Available

Contact your CRC Group producer for more information.