AdvisersGold™ Select is approved by the Association for Financial Counseling & Planning Education® (AFCPE®) a nationally recognized leader in financial counseling, coaching and education.

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For those AFCPE® members that do not meet the criteria of the AdvisersGold™ Select program or require alternative limit or deductible combinations coverage is available via Jorgensen & Company. Go here for details. Limits of up to $5,000,000 per claim/aggregate and deductibles of up to $50,000 per claim are available. Coverage is underwritten by QBE Specialty Company (also rated A ‘Excellent” FSC XV by A M Best - July 2018 and A+ by Standard & Poor’s) an excess & surplus lines insurer which is registered in all States.

A premium estimator form is available here.

Contact Rickard Jorgensen at (201) 345 2440 or rjorgensen@jorgensenandcompany.com for details or assistance.

You'll Love AdvisersGold™ Select !

  • AdvisersGold™ Select is approved by the Association for Financial Counseling & Planning Education® (AFCPE®) a provider of comprehensive training, professional development and high quality resources to help the economic well-being of individuals and families.

  • For 35 years, AFCPE has set the highest standards for the field of financial counseling and education. Because of this, all members of AFCPE® receive a premium discount and enhanced coverage features.
    Go here for details of AFCPE®.

  • AdvisersGold™ Select offers comprehensive and efficient coverage of up to $2,000,000 each loss/aggregate are available with a standard deductible of $5,000 each loss. Many of the policy features are unique to AdvisersGold™ Select and specifically designed for independent, fee-based financial planners. Coverage includes options for product sales, management liability and cyber insurance. Insurance is provided by QBE Insurance Corporation (rated A ‘Excellent” FSC XV by A M Best - July 2018 and A+ by Standard & Poor’s) an experienced and international insurer which is filed and admitted in all States. Go here for details.

  • The program includes valuable risk management services provided by RIAC (go here for details).

  • To apply for cover please complete the simplified application (and supplements for coverage extensions). Payment is made via credit card and coverage can be bound immediately.

  • If you have questions about the program contact Rickard Jorgensen at (201) 345 2440 or rjorgensen@jorgensenandcompany.com