Business Insurance for Financial Planners



When it comes to insurance for your financial planning office, you want your coverage to fit your budget. With a PolicySweet® Business Owners Policy, we’ll make sure your coverage is as distinct as your portfolio. From General Liability to Workers’ Compensation, each office insurance policy for financial planners is selected just for you!


What Types of Insurance Do Financial Planners Need?

You can protect your business with insurance coverages like:

  • Business Owners Policy
  • General Liability
  • Property Insurance
  • Cyber Insurance
  • Workers’ Compensation
  • HomeHQSM

Business Owners Policy

There are three types of coverages that make up a BOP bundle from PolicySweet. These coverages include general liability, property, and cyber-risk.

General Liability Insurance

General liability coverage could help protect your business in the event of third-party bodily injuries and property damage.

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GENERAL LIABILITY INSURANCE

 


Property Insurance

Equipment, furniture, fixtures, and inventory could be covered with business property insurance.

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PROPERTY INSURANCE  


Cyber Insurance

Cyber-attacks can impact your business whether it causes financial damage or reputational harm. With cyber coverage, costs to notify impacted parties could be covered as well as costs to determine the cause and scope of the attack.

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CYBER INSURANCE  



Workers’ Compensation

Worried about employee injuries? Workers’ Compensation coverage could cover medical costs if an employee is injured or falls ill due to work conditions.


HomeHQ

If you’re looking to help protect your home-business assets, HomeHQ coverage can help. It could provide financial assistance for risks your business could face that may not be covered with homeowners or renters insurance.

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Insurance Articles for Financial Planners