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