michael.pendergrass
Acronym
Box Professional Insurance LLC EO Insurance
Product ID
EO-Insurance
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Description
Serving only RIA’s we get the coverage needed so you have the peace of mind you want.
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Details
- Our RIAview process is built for RIA’s who want to make sure they understand the coverage they have. In short we have distilled our expertise so RIA’s can understand the best in class coverage so they can have the peace of mind they want.
- This process is modeled after a financial planning process. We start with a discovery call. Then we build a coverage comparison for you and wrap it up with a 45 minute results call. When done you’ll know what to expect in the event of a potential claim.
- This education will be absolutely indispensable in the event of a claim. You will receive all of this weather or not you decide to work with us!
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- Ever wonder what questions you should be asking your business insurance broker? We can provide you with the key questions that we have found valuable in assessing if the broker is qualified to serve you as an RIA and fiduciary for your clients.
- Make sure your insurance broker is working with hundreds or thousands of clients just like you. Because of the lack of standards in this space it is vital. How would a broker understand the levers they can push or pull if they are only serving a couple or even a few dozen RIA’s?
- Make sure your insurance broker understands what claims advisors need to be aware of. Have they been an insurance adjuster? Do they know how to approach the claim process so you can get the best results?
Features
Serving only RIA’s we get the coverage needed so you have the peace of mind you want:
- Errors & Omissions – Covering mistakes that are common for advisors.
- Fidelity Bonds – Covering wire fraud and social engineering risks.
- Cyber Insurance – Covering lose of data and ransom ware attacks.
Vendors
Management Style
Schwab Products
Section