Insurance that fits the fiduciary coverage needs of financial professionals

The Lockton Affinity Advisor Insurance Program provides integral insurance for you, so you can provide fiduciary care for your clients.

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Errors and Omissions with Fiduciary Coverage

As a financial professional, you face a multitude of risks, and Errors & Omissions (E&O) Liability Insurance with fiduciary coverage is a critical piece of protection for you and your career. E&O covers certain legal fees, judgments or settlements resulting from claims and litigation brought against you for the services you provide.

Lockton Affinity Advisor also administers Cyber Liability Insurance. Cyber Liability Insurance offers protection from the growing threat of cyber risks, such as privacy breaches, computer system disruptions, malware, ransomware and more.

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When you partner with Lockton Affinity, you get more than insurance.

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Our program is designed to meet the risks you face as a financial advisor.

Lockton Affinity is a one-stop shop for all your insurance needs, including errors and omissions and cyber liability policies.

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Through Lockton Affinity Advisor, you can get a quote and purchase E&O and Cyber Liability Insurance in less than 10 minutes.

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Lockton Affinity has a knowledgeable service team to support you whether you have a complex claim or a simple question.

We will advise you on best practices for handling the claim and even offer recommendations to adjust your practices.

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If you keep client data, such as contact details, credit card information and more, you could be at risk for a cyber-attack.

Cyber liability insurance offers protection from the growing threat of cyber risks, such as privacy breaches, computer system disruptions, malware, ransomware and more.

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About Lockton Affinity

We’re more than just insurance experts—we’re specialists in the financial services industry.

Our team has been working in the industry since 1987, and has vast experience in custom tailoring, implementing and managing insurance solutions for individuals and small businesses. Over the years we’ve built our reputation by administering the right insurance and providing knowledgeable, helpful customer service.

Just like how you work hard for your clients, Lockton Affinity will work hard for you.

Contact Us

If you have any questions about Lockton Affinity’s Advisor Insurance Program, please call one of our knowledgeable Associates today or fill out our contact form.

(844) 406-5958
Phones are answered Monday through Friday, 7 AM to 5:30 PM (CST).