Affiliation Premium Credit

If you are a member of an organization that supports the AdvisersGold™ Select program you may be entitled to the following additional benefits:

  • Expended coverage to protect you from any vicarious liability arising from your members of, or association with, an approved association.
  • A 7.5% annual premium discount

The following organizations are currently eligible:

  • Fi360
  • The Financial Planning Association (FPA)
  • The National Association of Insurance and Financial Advisors (NAIFA)
  • The National Association of Personal Financial Advisors (NAPFA)
  • The Society of Financial Service Professionals (FSA)
  • XY Planning Network
  • Garrett Planning Network
  • Association for Financial Counseling & Planning Education® (AFCPE®)
  • Avantax