As an Investment Advisor or Financial Professional it is prudent business practice to inform your clients about Fiduciary Insurance.
Fiduciary Insurance can protect the personal assets
of a Plan Fiduciary
NAPLIA has created a Partner Program for Investment Advisors to assist you in educating your clients on their Fiduciary exposure and the available coverage.
This program provides you the resources and information you need to pass along to your clients, so you can focus on the important aspects of your business.
Why partner with NAPLIA ?
Do your clients know they can be held personally liable? And, that for less than $2,000 a year, on average, they could protect themselves?
NAPLIA can assist you with EDUCATION for your clients on their Fiduciary exposure and the availability of Fiduciary Insurance.
NAPLIA can provide QUOTES for your ERISA clients on first-party Fiduciary Insurance.
NAPLIA handles all the PAPERWORK in terms of invoicing, premium collection and policy issuance.
NAPLIA provides you PEACE of MIND when your clients have protection for their Fiduciary exposure.
Learn more about notifying your clients about Fiduciary Insurance
Contact us for additional information, or visit www.naplia.com
North American Professional Liability Insurance Agency, LLC
NAPLIA
5 Whittier Street, 4th Floor
Framingham, MA 01701
ph: 1-866-262-7542
fax: 1-508-656-1399