Our philosophy is based on providing our client's with "more than a policy". We strive to provide information and resources that are essential to your business. For more information visit our Resources Page. And, sign up for our Email Newsletter so that you do not miss timely updates on Webinars and other educational programs.
Investment Advisor Insurance provides you one stop for all your professional insurance needs including Errors & Omissions Insurance, Fiduciary Liability Insurance, and Investment Advisor ERISA Bonds.
Backed by one of the largest independent agents in the country we provide you the highest quality service and education.
Complete our One-Page Indication form to assess your Premium Options
The CFDD's October 6-8, 2010 Advisor Conference at the downtown Chicago Fairmont Hotel, New Age Marketing, is an all business event designed to help retirement plan advisors adapt to a rapidly changing environment, stay relevant and grow their business. Learn more and about the Special Offer to NAPLIA clients.
NAPLIA has developed a universal "Fiduciary Acknowledgement Form" to assist you in informing your clients about the benefits and value of Fiduciary Insurance. This is not only a benefit to your clients, but a practical Risk Management Practice for your firm.
Gaining new clients, and maintaining your existing clients, is obviously a priority in growing your practice. Don't overlook the value of using your Insurance in your marketing efforts. Learn how and about NAPLIA's exclusive Confirmation of Insurance.
NAPLIA provides you extensive resources on understanding and expanding Social Media opportunities for your firm. As well as, understanding what exposures it creates and how to manage them.
As a leading provider of professional liability insurance, NAPLIA partners with associations across the financial industries. We treat each of our endorsements as a true partnership and look forward to servicing each of their respective members.
Download NAPLIA's White Paper, Using your Insurance as a Marketing Tool.
NAPLIA is a tireless advocates for our firm. They are very responsive so I never have to wait in the dark. Overall, NAPLIA make this a surprisingly enjoyable process that I can actually look forward to.
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