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About Risk and Liability for Financial Professionals

There's a glut of information about small business insurance on the web, but little of it is relevant to accountants, financial advisers, and tax preparers. You're responsible for your client's financial security, and it's crucial for you to understand your small business insurance. You want to make sure you've got the right coverage to protect you from the cost of professional liability lawsuits about mistakes in your work or inaccurate advice.

Not all insurance policies offer the same coverage. How do you know what coverage you need? When you're looking for small business insurance, it's best to talk with insurance agents that specialize in coverage for accountants and other financial service professionals. They'll know your risks and how to cover them.

If you have a question about your coverage or your professional liability risks, use the form above and an insurance agent specializing in financial services will answer your question. Browse the Q&As below to see what questions other financial service companies have had.

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