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To get started, click a selection below to fill out the form and team member will contact you.

This is a summary of coverage and services. The precise coverage is subject to the actual terms and conditions of the insurance policy. Not all coverages are available in all states.

Insure your business with Errors and Omissions (E&O) insurance through IPCG.

IPCG and USI understand the importance of having the right E&O coverage to protect your business. That’s why a new program is being offered to you for being a Financial Independence Group advisor agent. We provide the coverage you need while incorporating enough flexibility and optional coverages to remain affordable. Not to mention, we work with top rated carriers who have been writing errors and omissions coverage for advisors for over 50 years.

Don’t go without the protection you need. Our Admitted Carrier Program offers:

  • Deductibles as low as $2,500

  • Limits up to $10M per claim

  • Auto Renewal for up to two years

  • Prior Acts Coverage

  • Pre-Claim Assistance

  • Claim definition includes Formal and Informal investigations

  • Claims reporting period up to 120 days after policy expiration

  • Service Provider Liability Coverage for Registered Funds

  • Trade Error Coverage Available

Submission Form
I'm interested in

To start the quoting process please complete and attach one of the applications above and/or your current policy. If unsure we will contact you to give guidance on the appropriate application. Thank you for the opportunity to help with your E&O needs.

By clicking the Submit button, you consent to receive information from USI or partner agents at the email or telephone number you provided. You agree and understand that it is not required to provide this consent in order to purchase insurance from us.

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