Financial Services Insurance — Coverage, Cost & Requirements
Professional liability, D&O, and cyber for financial advisors and investment firms.
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What Coverage Does Financial Services Insurance Include?
Most financial services businesses need several types of coverage to be fully protected. Here's a breakdown of the policies that matter most for your industry.
Professional Liability (E&O)
Covers claims that your advice or services caused financial harm to a client.
D&O
Protects leadership from personal liability for management decisions.
Cyber Liability
Covers data breach response, ransomware, notification costs, and cyber liability.
Crime (Fidelity Bond)
Crime (Fidelity Bond) coverage tailored for financial services businesses.
How Much Does Financial Services Insurance Cost?
The cost of financial services insurance varies based on your revenue, number of employees, location, and claims history. Here's a realistic range for most businesses.
⚠️ These are estimated ranges. Your actual premium will vary. Updated August 2026.
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