Discounted E&O with Fiduciary Coverage

AssessBEST connects you with the best E&O insurance with fiduciary coverage at a LOW rate.




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Life & Health Insurance Agents
Errors and Omissions Program Highlights

Level I
[More Info]
$1,000,000/$1,000,000 limit
$549* Applies to Life, Accident & Health Products, Medicare Advantage, Medicare Supplemental, Indexed & Fixed Annuities and Disability Income;

Level II
[More Info]

$1,000,000/$1,000,000 limit
$649* Applies to Level I Products and Services Plus Mutual Funds & Variable Annuities;

Level III
[More Info]

$1,000,000/$2,000,000 limit
$579* Applies to Life, Accident & Health Products, Medicare Advantage, Medicare Supplemental, Indexed & Fixed Annuities and Disability Income;
Level IV
[More Info]

$1,000,000/$2,000,000 limit
$679* Applies to Level I Products and Services Plus Mutual Funds & Variable Annuities;


*Annualized premium for the period of 11/1/2016 to 11/1/2017. Premiums are prorated from requested effective date to the 11/1/2017 renewal date. Please see attached pro rata premium schedule.
    
 

$1,000,000 each claim;
$1,000,000 individual insured annual aggregate; OR
$1,000,000 each claim;
$2,000,000 individual insured annual aggregate $10,000,000 total policy aggregate;


 

 

$ 500 per claim-Life, Accident & Health Products, Medicare Advantage, Medicare Supplemental; $2,500 per claim-Indexed, Fixed Annuities and Disability
Income Insurance;
$5,000 per claim-Mutual Funds/Variable Annuities;


 

  • Defense costs are paid within the limit of liability;
  • 12 Month Extended Reporting Period (ERP) [FAQ's]
  • Prior Acts Date: provides coverage back to the first date of prior, continuous E&O coverage [FAQ's]
 


PROGRAM ADMINISTRATOR
Insurance Specialties Services, Inc.
946 Town Center, New Britain, PA 18901
Phone: 800/533-4579
Website: www.eoinspro.com

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